Pablo
Sotomayor
Intercontinental Wealth Advisors, LLC
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About this Advisor
Pablo Sotomayor is a financial advisor working out of San Antonio, Texas with 5 years of industry experience. Sotomayor is on the advisory team at Intercontinental Wealth Advisors, LLC. Over the course of their career, they have held roles at Intercontinental Asset Management Group LTD and Intercontinental Wealth Advisors. Sotomayor holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Intercontinental Wealth Advisors, LLC is a registered investment business that has its headquarters in San Antonio, TX. The company has a total of 23 advisors. It manages $2 billion in assets across its 1,679 client accounts, making it one of the largest firms in the country by assets under management. Of its 1,679 client accounts, 16% belong to high-net-worth investors who have more than $1 million in assets available to invest. Intercontinental Wealth Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Intercontinental Wealth Advisors, LLC most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intercontinental Wealth Advisors, LLC Brokerage Details
$1,537,635,933
23
1,679
$915,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Pablo Sotomayor Work History
Pablo has been registered as a financial advisor for 5 years.*
Intercontinental Wealth Advisors
Intercontinental Asset Management Group LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pablo Sotomayor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intercontinental Wealth Advisors, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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