VG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
486 clients
Average Client Portfolio
$742K average
Assets Under Management
$360.6M
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Advisor Information
Office location
254 Munoz Rivera Ave, 2nd Floor, Oriental Group Center, San Juan, PR, 00919
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
Oriental Financial Services LLC
February 2023 - Present · 2 yrs 11 mos
Oriental Financial Services LLC Broker
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Equitable Advisors, LLC
April 2022 - January 2023 · 9 mos
Equitable Advisors, LLC Broker
April 2022 - January 2023 · 9 mos
UBS Financial Services INC.
December 2020 - April 2022 · 1 yr 4 mos
UBS Financial Services INC. Broker
September 2020 - April 2022 · 1 yr 7 mos
State Registrations3 states
FLNYPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.