Agustin Etcheverry has been an investment adviser representative at Shellman Investment Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
Shellman Investment Management, LLC is a Coral Gables, FL firm with $210M under management, 134 clients and 3 advisers in one office, as of its March 2026 filing.
Agustín Etcheverry is responsible for operations and trading at Shellman Invest. He has 3 years of operations experience in the firm's affiliate company, Shellman Wealth in Montevideo, Uruguay, and recently relocated to Miami.
- – present · 3 yearsCoral Gables, FL · Adviser representative · Firm CRD 316579
Investment adviser representative registrations
Agustin Etcheverry is registered as an investment adviser representative in Florida, since September 2023.
- FloridaSince 25 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7796785
- Firm
- Shellman Investment Management · CRD 316579
- Office
- 2525 PONCE DE LEON BLVD, #300, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shellmaninvest.com
Where does Agustin Etcheverry work?
Agustin Etcheverry is an investment adviser representative registered through Shellman Investment Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Agustin Etcheverry a financial advisor?
Yes. Agustin Etcheverry has a current investment-adviser registration in Florida, through Shellman Investment Management since September 2023.
How many years of experience does Agustin Etcheverry have?
Agustin Etcheverry has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Agustin Etcheverry passed?
Agustin Etcheverry passed the Series 65 in June 2023.
Where is Agustin Etcheverry based?
Agustin Etcheverry’s registered office is in Coral Gables, FL.
Is Agustin Etcheverry registered with FINRA?
No. Agustin Etcheverry has no current broker registration.
How can I verify Agustin Etcheverry’s record?
Search CRD 7796785 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Agustin Etcheverry’s full registration record.
