Unclaimed Profile

Edgar J Rivera

THE PHOENIX FUND ADVISOR LLC·GUAYNABO, Puerto Rico

THE PHOENIX FUND ADVISOR LLC

VILLA CAPARRA, 243 PR STATE ROAD NO. 2, GUAYNABO, PR 00969CRD# 7773493Firm CRD# 316384

Profile Verification

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

Identity

Edgar J Rivera · GUAYNABO, PR

Registration

CRD #7773493 · THE PHOENIX FUND ADVISOR LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Edgar J Rivera 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

THE PHOENIX FUND ADVISOR LLC

AUM

$604M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE PHOENIX FUND ADVISOR LLC →

Services

Pension consulting

Background

Compensation

Performance-based fees

Regulatory

SEC/IARD CRD# 7773493

Firm CRD# 316384

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edgar J Rivera offer?

Edgar J Rivera specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.

What are Edgar J Rivera's credentials?

Edgar J Rivera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edgar J Rivera located?

Edgar J Rivera 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 Edgar J Rivera charge for services?

Edgar J Rivera'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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