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Jose Guillermo Arias Rodriguez

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
UBS TRUST COMPANY OF PUERTO RICO
250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 2085294Firm CRD# 313696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Guillermo Arias Rodriguez · SAN JUAN, PR
Registration
CRD #2085294 · UBS TRUST COMPANY OF PUERTO RICO
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jose Guillermo Arias Rodriguez 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
Introduction

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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# 2085294
Firm CRD# 313696
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jose Guillermo Arias Rodriguez offer?
Jose Guillermo Arias Rodriguez specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Jose Guillermo Arias Rodriguez's credentials?
Jose Guillermo Arias Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Guillermo Arias Rodriguez located?
Jose Guillermo Arias 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 Jose Guillermo Arias Rodriguez charge for services?
Jose Guillermo Arias 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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Research
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