This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BANORTE ASSET MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

May 28, 2015

First registration

May 28, 2015

Dual registered

yes, broker-dealer

Other names

MARCELO ANDRES

IAPD individual key

6436510

• Occurred

  Jul 31, 2023
  Advisor changed firm

  Marcelo Andres Gomez left Truist Advisory Services, Inc. for Banorte Asset Management, Inc. (registered 2023-08-04)

  Form ADVobserved 4 days ago
• Occurred

  Sep 30, 2022
  Advisor changed firm

  Marcelo Andres Gomez left Alterna Wealth Management, Inc. for Truist Advisory Services, Inc. (registered 2022-09-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27c2f278-7ddc-2e54-e358-b739a5b0262c

First observed

May 28, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.