AdvisorOS Directory
Claim Profile
HC

Heydi Yacieli Cuadrado

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
Unclaimed Profile
250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 7352900Firm CRD# 313696
01

About

Heydi Yacieli Cuadrado 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# 7352900
Firm CRD# 313696
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JUAN?

Browse all registered financial advisors in SAN JUAN, Puerto Rico or claim this profile if it's yours.

Browse SAN JUAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Heydi Yacieli Cuadrado offer?
Heydi Yacieli Cuadrado specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Heydi Yacieli Cuadrado's credentials?
Heydi Yacieli Cuadrado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heydi Yacieli Cuadrado located?
Heydi Yacieli Cuadrado 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 Heydi Yacieli Cuadrado charge for services?
Heydi Yacieli Cuadrado'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN JUAN
Luiza Bigos Vickers — NINE POINTS CAPITAL ADVISORS LLCDamon Woodman Vickers — NINE POINTS CAPITAL ADVISORS LLCKelly Francis Ireland — DARK FOREST CAPITAL MANAGEMENT LPJeff C Knupp — DSCQG PR LLCJose Alberto Vizcarrondo — CEFI CAPITAL, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile