AdvisorOS Directory
Claim Profile
Unclaimed Profile
CV

Carlos Andres Vina-Toro

THE PHOENIX FUND ADVISOR LLC·GUAYNABO, Puerto Rico
THE 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
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Carlos Andres Vina-Toro is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with THE PHOENIX FUND ADVISOR LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Carlos

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carlos is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE PHOENIX FUND ADVISOR LLC
THE PHOENIX FUND ADVISOR LLC
AUM
$604M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at THE PHOENIX FUND ADVISOR LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 6956941
Firm CRD# 316384
View on FINRA BrokerCheck →

Looking for a financial advisor in GUAYNABO?

Browse all registered financial advisors in GUAYNABO, Puerto Rico or claim this profile if it's yours.

Browse GUAYNABO AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE PHOENIX FUND ADVISOR LLC

Francisco Jose Rivera Fernandez
GUAYNABO, PR
Edgar J Rivera
GUAYNABO, PR

More Advisors in GUAYNABO, Puerto Rico

Dmitri Zapolskikh
MISSION PRIME LLC·GUAYNABO, PR
Francesco Nino Piovanetti
ARCO GLOBAL MANAGEMENT, LLC·GUAYNABO, PR
Gustavo Ayala
CONNELLY CAPITAL MANAGEMENT LLC·GUAYNABO, PR
Jose Carlos Benitez-Ulmer
UNIVERSAL FINANCIAL SERVICES INC.·GUAYNABO, PR
Hubert Jean Andre Francois-Poncet
VAUBAN WEALTH MANAGEMENT·GUAYNABO, PR
Jorge Fournier
YOLO MANAGEMENT LLC·GUAYNABO, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)SAN SEBASTIAN (3)CAGUAS (2)LUGUILLO (2)GURABO (1)HATILLO (1)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Request removal of this profile