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Jose Guillermo Arias Rodriguez

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
SIE, Series 7, Series 10, Series 24, Series 53, Series 63, Series 79TOUBS 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 10
Series 24
Series 53
Series 63
Series 79TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
UBS TRUST COMPANY OF PUERTO RICO
CRD 313696 · SEC 801-120846
AUM
$1.8B
Regulatory assets under management
Employees
11
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 →
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04

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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Nearby cities in Puerto Rico
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City Guides
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Research
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