Unclaimed Profile

Javier Anibal Rodriguez

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

SIE, Series 7, Series 52TO, Series 66Clean record8 years registeredUBS TRUST COMPANY OF PUERTO RICO

250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 4601978Firm CRD# 313696

Profile Verification

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

Identity

Javier Anibal Rodriguez · SAN JUAN, PR

Registration

CRD #4601978 · UBS TRUST COMPANY OF PUERTO RICO · 8 years registered

Brand Profile

Not yet started

Career History

STONECREST ADVISORS, INC.

Nov 2025 – present

UBS FINANCIAL SERVICES INC.

May 2018 – Mar 2025

HATO REY, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52TO

Series 66

Registration record

First registered · May 30, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

View all advisors at UBS TRUST COMPANY OF PUERTO RICO →

Introduction

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Frequently Asked Questions

What services does Javier Anibal Rodriguez offer?

Javier Anibal Rodriguez specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Javier Anibal Rodriguez's credentials?

Javier Anibal Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Javier Anibal Rodriguez located?

Javier Anibal Rodriguez 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 Javier Anibal Rodriguez charge for services?

Javier Anibal Rodriguez'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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