Unclaimed Profile

Cary Alsina Viera

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico

SIE, Series 7, Series 7TO, Series 66UBS TRUST COMPANY OF PUERTO RICO

250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 4206832Firm CRD# 313696

Profile Verification

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

Identity

Cary Alsina Viera · SAN JUAN, PR

Registration

CRD #4206832 · UBS TRUST COMPANY OF PUERTO RICO

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Disclosure History

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Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

UBS TRUST COMPANY OF PUERTO RICO

CRD 313696 · SEC 801-120846

AUM

$1.8B

Regulatory assets under management

Employees

24 client accounts

Services offered by UBS TRUST COMPANY OF PUERTO RICO

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

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Introduction

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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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