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Carlos Andres Vina-Toro

THE PHOENIX FUND ADVISOR LLC·GUAYNABO, Puerto Rico
SIE, Series 6, Series 6TO, Series 7TO, Series 24, Series 27Clean recordTHE PHOENIX FUND ADVISOR LLC
VILLA CAPARRA, 243 PR STATE ROAD NO. 2, GUAYNABO, PR 00969CRD# 6956941Firm CRD# 316384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Andres Vina-Toro · GUAYNABO, PR
Registration
CRD #6956941 · THE PHOENIX FUND ADVISOR LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
Series 7TO
Series 24
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE PHOENIX FUND ADVISOR LLC
CRD 316384 · SEC 801-128408
AUM
$604M
Regulatory assets under management
Employees
15
1 client accounts
Services offered by THE PHOENIX FUND ADVISOR LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at THE PHOENIX FUND ADVISOR LLC →
Introduction

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04

Frequently Asked Questions

What services does Carlos Andres Vina-Toro offer?
Carlos Andres Vina-Toro specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Carlos Andres Vina-Toro's credentials?
Carlos Andres Vina-Toro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Andres Vina-Toro located?
Carlos Andres Vina-Toro is based in GUAYNABO, Puerto Rico, working with THE PHOENIX FUND ADVISOR LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Carlos Andres Vina-Toro charge for services?
Carlos Andres Vina-Toro's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PHOENIX FUND ADVISOR LLC?
THE PHOENIX FUND ADVISOR LLC has approximately 15 employees and manages $604M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PHOENIX FUND ADVISOR LLC

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GUAYNABO, PR

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Research
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