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Juan Carlos Riera

GALLIOTT CAPITAL ADVISORS, LLC·BEVERLY HILLS, California
Unclaimed Profile
9401 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 2326717Firm CRD# 313094
01

About

Juan Carlos Riera is a registered financial advisor based in BEVERLY HILLS, California, affiliated with GALLIOTT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
GALLIOTT CAPITAL ADVISORS, LLC
GALLIOTT CAPITAL ADVISORS, LLC
AUM
$118M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GALLIOTT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING
Regulatory
SEC/IARD CRD# 2326717
Firm CRD# 313094
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Carlos Riera offer?
Juan Carlos Riera specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Juan Carlos Riera's credentials?
Juan Carlos Riera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Carlos Riera located?
Juan Carlos Riera is based in BEVERLY HILLS, California, working with GALLIOTT CAPITAL ADVISORS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Juan Carlos Riera charge for services?
Juan Carlos Riera's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLIOTT CAPITAL ADVISORS, LLC?
GALLIOTT CAPITAL ADVISORS, LLC has approximately 8 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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