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Goel Andres Velazquez Rosa

VAUBAN WEALTH MANAGEMENT·GUAYNABO, Puerto Rico
Series 65Clean record6 years registeredVAUBAN WEALTH MANAGEMENT
LOT K-2 MARGINAL STREET SUITE 201, GUAYNABO, PR 00969CRD# 7189134Firm CRD# 305222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Goel Andres Velazquez Rosa · GUAYNABO, PR
Registration
CRD #7189134 · VAUBAN WEALTH MANAGEMENT · 6 years registered
Brand Profile
Not yet started
01

Career History

VAUBAN WEALTH MANAGEMENT
Nov 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 15, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VAUBAN WEALTH MANAGEMENT
CRD 305222 · SEC 801-117622
AUM
$146M
Regulatory assets under management
Employees
2
51 client accounts
Services offered by VAUBAN WEALTH MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VAUBAN WEALTH MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Goel Andres Velazquez Rosa offer?
Goel Andres Velazquez Rosa specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Goel Andres Velazquez Rosa's credentials?
Goel Andres Velazquez Rosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Goel Andres Velazquez Rosa located?
Goel Andres Velazquez Rosa is based in GUAYNABO, Puerto Rico, working with VAUBAN WEALTH MANAGEMENT. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Goel Andres Velazquez Rosa charge for services?
Goel Andres Velazquez Rosa'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 VAUBAN WEALTH MANAGEMENT?
VAUBAN WEALTH MANAGEMENT has approximately 2 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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