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Edward Christian Bertelsen

THINKBETTER GROUP LLC·LUGUILLO, Puerto Rico
Series 7, Series 63, Series 6525 years registeredTHINKBETTER GROUP LLC
110 ST CARRENTA HACIENDA MARGARITA, LUGUILLO, PR 00773CRD# 2253600Firm CRD# 300530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Christian Bertelsen · LUGUILLO, PR
Registration
CRD #2253600 · THINKBETTER GROUP LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THINKBETTER GROUP LLC
AVIANCE CAPITAL PARTNERS LLC
Jan 2009 – Nov 2010
SARASOTA, FL
AVIANCE CAPITAL MANAGEMENT, LLC
Jan 2007 – Aug 2018
SARASOTA, FL
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Jun 2005 – Dec 2016
SARASOTA, FL
CORNERSTONE FINANCIAL ADVISORY, INC.
Jul 2004 – Dec 2005
FORT MYERS, FL
INTERSECURITIES, INC.
May 2004 – Nov 2004
SARASOTA, FL
CITIGROUP GLOBAL MARKETS INC.
Mar 2001 – May 2004
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 2001
Years registered · 25
03

Disclosure History

2001Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
THINKBETTER GROUP LLC
CRD 300530 · SEC 801-119275
AUM
$174M
Regulatory assets under management
Employees
3
9 client accounts
Services offered by THINKBETTER GROUP LLC
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at THINKBETTER GROUP LLC →
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05

Frequently Asked Questions

What services does Edward Christian Bertelsen offer?
Edward Christian Bertelsen specializes in Investment Management, Wealth Management.
What are Edward Christian Bertelsen's credentials?
Edward Christian Bertelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Christian Bertelsen located?
Edward Christian Bertelsen is based in LUGUILLO, Puerto Rico, last registered with THINKBETTER GROUP LLC.
How does Edward Christian Bertelsen charge for services?
Edward Christian Bertelsen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THINKBETTER GROUP LLC?
THINKBETTER GROUP LLC has approximately 3 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THINKBETTER GROUP LLC

Christian Cameron Bertelsen
SARASOTA, FL
Sava Mark Belanian
LUGUILLO, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
SAN JUAN (68)GUAYNABO (35)HATO REY (14)DORADO (5)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
City Guides
SAN JUAN GuideGUAYNABO GuideHATO REY GuideDORADO GuideOLD SAN JUAN, SAN JUAN Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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