MW
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
20 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$10.1B
Loading...
Advisor Information
Office location
53 Palmeras St, Suite 601, San Juan, PR, 00901
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Catalyst Capital Advisors LLC
March 2024 - Present · 1 yr 10 mos
Alt Fund Distributors LLCBroker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2022 - May 2022 · 4 mos
Fidelity Brokerage Services LLCBroker
December 2021 - April 2022 · 4 mos
Pgim Investments LLC
March 2015 - April 2021 · 6 yrs 1 mo
Prudential Investment Management Services LLCBroker
January 2015 - April 2021 · 6 yrs 3 mos
Wbi Investments
October 2013 - March 2014 · 5 mos
Quasar Distributors, LLCBroker
September 2013 - March 2014 · 6 mos
Blackrock Investment Management, LLC
October 2007 - August 2013 · 5 yrs 10 mos
Blackrock Investments, LLCBroker
July 2007 - August 2013 · 6 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.