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Cary Alsina Viera

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
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250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 4206832Firm CRD# 313696
01

About

Cary Alsina Viera is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with UBS TRUST COMPANY OF PUERTO RICO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
UBS TRUST COMPANY OF PUERTO RICO
UBS ASSET MANAGERS OF PUERTO RICO
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at UBS TRUST COMPANY OF PUERTO RICO →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4206832
Firm CRD# 313696
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cary Alsina Viera offer?
Cary Alsina Viera specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Cary Alsina Viera's credentials?
Cary Alsina Viera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cary Alsina Viera located?
Cary Alsina Viera is based in SAN JUAN, Puerto Rico, working with UBS TRUST COMPANY OF PUERTO RICO. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Cary Alsina Viera charge for services?
Cary Alsina Viera's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS TRUST COMPANY OF PUERTO RICO?
UBS TRUST COMPANY OF PUERTO RICO has approximately 11 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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