AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Jose Humberto Grau Brull

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
SIE, Series 27, Series 99TOClean recordUBS TRUST COMPANY OF PUERTO RICO
250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 2479941Firm CRD# 313696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Humberto Grau Brull · SAN JUAN, PR
Registration
CRD #2479941 · UBS TRUST COMPANY OF PUERTO RICO
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

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 →
Introduction

Speak with Jose

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jose is the right fit? Take our 2-minute quiz →

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
04

Frequently Asked Questions

What services does Jose Humberto Grau Brull offer?
Jose Humberto Grau Brull specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Jose Humberto Grau Brull's credentials?
Jose Humberto Grau Brull is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Humberto Grau Brull located?
Jose Humberto Grau Brull 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 Humberto Grau Brull charge for services?
Jose Humberto Grau Brull'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 at UBS TRUST COMPANY OF PUERTO RICO

Carlos Verner Ubinas Taylor
SAN JUAN, PR
Gustavo Adolfo Romanach
SAN JUAN, PR
Javier Gonzalez
SAN JUAN, PR
Jose Guillermo Arias Rodriguez
SAN JUAN, PR
William Rivera
SAN JUAN, PR
Hector Rafael Sueiro
SAN JUAN, PR

More Advisors in SAN JUAN, Puerto Rico

Maribel M. Ortiz Castro
PARLIAMENT CAPITAL MANAGEMENT, LLC·SAN JUAN, PR
Frank Peter Vasquez
VAB ADVISORS, LLC.·SAN JUAN, PR
William Stuart Wright
THOMAS WRIGHT ASSET MANAGEMENT, INC.·SAN JUAN, PR
Thomas Peter Civitano
VAB ADVISORS, LLC.·SAN JUAN, PR
Emmanuel Loubriel
JIRAU CAPITAL MANAGEMENT LLC·SAN JUAN, PR
Evangeline Maria Davila
CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
GUAYNABO (35)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
City Guides
GUAYNABO GuideHATO REY GuideDORADO GuideLUGUILLO GuideOLD SAN JUAN, SAN JUAN Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Request removal of this profile