Unclaimed Profile

Roberto Esquivel

UNITY WEALTH PARTNERS LLC·ORANGE, California

Clean recordUNITY WEALTH PARTNERS LLC

4050 W. METROPOLITAN DR., ORANGE, CA 92868CRD# 7963788Firm CRD# 316222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roberto Esquivel · ORANGE, CA

Registration

CRD #7963788 · UNITY WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roberto Esquivel is a registered financial advisor based in ORANGE, California, affiliated with UNITY WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

UNITY WEALTH PARTNERS LLC

UNITY WEALTH PARTNERS

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNITY WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7963788

Firm CRD# 316222

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roberto Esquivel offer?

Roberto Esquivel specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.

What are Roberto Esquivel's credentials?

Roberto Esquivel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberto Esquivel located?

Roberto Esquivel is based in ORANGE, California, working with UNITY WEALTH PARTNERS LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Roberto Esquivel charge for services?

Roberto Esquivel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITY WEALTH PARTNERS LLC?

UNITY WEALTH PARTNERS LLC has approximately 3 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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