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Juan Buendia, portrait

Juan Buendia

Co-Managing Partner, Director of Client Advisory at Asset Strategy Consultants in Hunt Valley, MD

Investment adviser registrationUpdated

Juan Buendia is Co-Managing Partner, Director of Client Advisory of Asset Strategy Consultants LLC, an investment adviser managing $5.16B, and works from its Hunt Valley, MD office. Juan Buendia has been registered as an investment adviser representative through Asset Strategy Consultants since 1 July 2021, has 16 years in the industry across 4 firms and has passed the Series 7, Series 66 and Series 3.

16
Years in industry
5
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Juan Buendia has been Co-Managing Partner, Director of Client Advisory of Asset Strategy Consultants since October 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. Juan Buendia holds an MA in International Economics and Finance from Brandeis University and an Undergraduate degree in Finance from Loyola University Maryland.

Asset Strategy Consultants LLC is a Hunt Valley, MD firm with $5.16B under management, 48 clients and 11 advisers in one office, as of its June 2026 filing.

Juan Buendia is Co-Managing Partner, Director of Client Advisory of Asset Strategy Consultants, based in Hunt Valley. He joined ASC in 2021. Before joining ASC, he advised endowments, foundations, sovereign wealth funds, central banks and family offices, including in senior roles at BlackRock and Brinson Partners in New York and Hirtle Callaghan in Baltimore.

Juan Buendia’s longest registration is the current one, 5 years at Asset Strategy Consultants since 2021. Before joining Asset Strategy Consultants in 2021, Juan Buendia was registered through Hirtle, Callaghan & Co., LLC and Legg Mason Partners Fund Advisor, LLC.

  1. – present · 5 years
    Hunt Valley, MD · Adviser representative · Firm CRD 110800
  2. Hirtle, Callaghan & Co., LLC
    – · 1 year
    Baltimore, MD · Adviser representative · Firm CRD 105403
  3. Legg Mason Partners Fund Advisor, LLC
    – · 1 year
    New York, NY · Adviser representative · Firm CRD 140432
  4. Clearbridge Investments, LLC
    – · under a year
    New York, NY · Adviser representative · Firm CRD 137028

Credentials and registrations

Investment adviser representative registrations

Juan Buendia is registered as an investment adviser representative in Maryland, since July 2021.

  • MarylandSince 1 July 2021

Examinations

Series 320 December 2018
Name
National Commodity Futures Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 6624 July 2015
Name
Uniform Combined State Law Examination
Series 729 June 2015
Name
General Securities Representative Examination

Key facts

Full name
Juan Manuel Buendia
CRD
1612609
Firm
Asset Strategy Consultants · CRD 110800
Role
Co-Managing Partner, Director of Client Advisory
Office
SIX NORTH PARK DRIVE, SUITE 208, Hunt Valley, MD 21030
Registration
Investment adviser registration
In the industry since
August 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Juan Buendia work?

Juan Buendia has been Co-Managing Partner, Director of Client Advisory of Asset Strategy Consultants LLC since October 2025.

Source: Form ADV, Schedule A, filed 17 June 2026

Is Juan Buendia a financial advisor?

Yes. Juan Buendia has a current investment-adviser registration in Maryland, through Asset Strategy Consultants since July 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Juan Buendia have?

Juan Buendia has 16 years in the financial industry, since August 2010, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Juan Buendia passed?

Juan Buendia has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in June 2015. FINRA credited Juan Buendia with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Juan Buendia work before Asset Strategy Consultants?

Before Asset Strategy Consultants, Juan Buendia was registered through Hirtle, Callaghan & Co., LLC, June 2018 to June 2020; Legg Mason Partners Fund Advisor, LLC, April 2016 to December 2017; Clearbridge Investments, LLC, July 2015 to April 2016.

Source: IAPD individual record, checked 22 October 2026

Where is Juan Buendia based?

Juan Buendia’s registered office is in Hunt Valley, MD.

Source: IAPD individual record, checked 22 October 2026

Is Juan Buendia registered with FINRA?

No. Juan Buendia has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Juan Buendia’s record?

Search CRD 1612609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Juan Buendia’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Asset Strategy Consultants

Sources

  1. IAPD individual record, CRD 1612609, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Asset Strategy Consultants LLC, filed 17 June 2026. Title, control and ownership bands.
  3. Asset Strategy Consultants team page. Biography, education, credentials, awards and the portrait, reproduced for identification.