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Francisco J. Uriarte

CONNELLY CAPITAL MANAGEMENT LLC·GUAYNABO, Puerto Rico
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2 TABONUCO STREET, GAM TOWER, GUAYNABO, PR 00968CRD# 6047918Firm CRD# 324104
01

About

Francisco J. Uriarte is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with CONNELLY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONNELLY CAPITAL MANAGEMENT LLC
CONNELLY CAPITAL MANAGEMENT LLC
AUM
$587M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CONNELLY CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: A STATED PERCENTAGE OF TAX SAVINGS.
Regulatory
SEC/IARD CRD# 6047918
Firm CRD# 324104
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francisco J. Uriarte offer?
Francisco J. Uriarte specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Francisco J. Uriarte's credentials?
Francisco J. Uriarte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francisco J. Uriarte located?
Francisco J. Uriarte is based in GUAYNABO, Puerto Rico, working with CONNELLY CAPITAL MANAGEMENT LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Francisco J. Uriarte charge for services?
Francisco J. Uriarte's firm is compensated through percentage of aum, other: a stated percentage of tax savings.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNELLY CAPITAL MANAGEMENT LLC?
CONNELLY CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $587M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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