Fernando Jose Lanus
Investment Adviser Representative at Balanz
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Fernando Jose Lanus is an investment adviser representative with Balanz in Coral Gables, FL, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and New York.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York
- Broker:
4 states and territories
Florida, New York, Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Balanz Capital USA LLCJun 2025 – no end date reportedCoral Gables, FL
- SELF EmployedNov 2024 – Jun 2025Cambridge, MA
- THE Martin Trust Center FOR MIT EntrepreneurshipJul 2024 – Nov 2024Cambridge, MA
- Massachusetts Institute OF TechnologyJun 2023 – May 2024Cambridge, MA
- TPCG Valores S.a.u.Oct 2019 – May 2023Buenos Aires
- Adcap Securities Argentina S.a.Nov 2009 – Sep 2019Buenos Aires
- Balanz Advisors LLCJun 2025 – no end date reportedCoral Gables, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Balanz
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $200,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Custom-made services, one client at a time; global wealth advisory; personalized attention and customized solutions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Coral Gables, FL
- SEC file number:
- 801-126818
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Balanz
6 other advisors in the directory
Similar advisors in Coral Gables, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fernando Jose Lanus has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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