🤫 Directory · consent-first

Near 00969. Guaynabo.

24 financial advisors & firms and 0 insurance agents verified near Guaynabo, PR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 00969

Capitalia Advisors LLC0 mi

RIA firm · Guaynabo, PR 00970 · Registered investment adviser

CRD 173030 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vauban Wealth Management0 mi

RIA firm · Guaynabo, PR 00969 · Registered investment adviser · $181M AUM

CRD 305222 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Caf Investments LLC0 mi

RIA firm · Guaynabo, PR 00969 · Registered investment adviser · $40M AUM

CRD 313629 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Phoenix Fund Advisor LLC0 mi

RIA firm · Guaynabo, PR 00969 · Registered investment adviser · $596M AUM

CRD 316384 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pariter Wealth Management Group LLC2.2 mi

RIA firm · Guaynabo, PR 00966 · Registered investment adviser · $11M AUM

CRD 146622 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Universal Financial Services INC.2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $325M AUM

CRD 131558 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Freedom Advisory2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $881M AUM

CRD 147546 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

X-square Capital2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $791M AUM

CRD 167237 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Atlas Asset Management LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $701M AUM

CRD 173561 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sygnus Capital PR LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $236M AUM

CRD 283447 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arco Global Management, LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $260M AUM

CRD 287921 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

4/26 Retirement Income Planning & Wealth Management, LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $27M AUM

CRD 312258 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mckenzie Investment Advisors LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser

CRD 313635 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mission Prime LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $2.3B AUM

CRD 318328 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Intuitivo LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $17M AUM

CRD 322668 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bluhaus Capital Management LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $231M AUM

CRD 323884 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Connelly Capital Management LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $1.1B AUM

CRD 324104 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sygnus Wealth PR LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $60M AUM

CRD 325576 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Chinea Wealth Management LLC2.8 mi

RIA firm · Guaynabo, PR 00968 · Registered investment adviser · $530k AUM

CRD 331477 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Finanxial Investment Advisors, Corp3 mi

RIA firm · San Juan, PR 00927 · Registered investment adviser · $82M AUM

CRD 300350 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Select Advisory Group INC4.1 mi

RIA firm · San Juan, PR 00920 · Registered investment adviser · $81M AUM

CRD 150129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vrm Penzini Capital L.L.C.4.1 mi

RIA firm · San Juan, PR 00920 · Registered investment adviser · $269M AUM

CRD 336315 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Popular Securities, LLC4.7 mi

RIA firm · Hato Rey, PR 00918 · Registered investment adviser · $2.6B AUM

CRD 8096 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Oriental Financial Services LLC4.7 mi

RIA firm · San Juan, PR 00918 · Registered investment adviser · $420M AUM

CRD 29753 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Guaynabo, PR.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 00969. Guaynabo.

24 financial advisors & firms and 0 insurance agents verified near Guaynabo, PR — every one cited to the regulator, claimable and removable by the person named.

Find your person