Unclaimed Profile

Juan Jose Santiago Marrero

ORIENTAL BANK·SAN JUAN, Puerto Rico

SIE, Series 7, Series 24, Series 66Clean record10 years registeredORIENTAL BANK

ORIENTAL CENTER, 10TH FLOOR, 254 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 3155562Firm CRD# 312982

Profile Verification

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

Identity

Juan Jose Santiago Marrero · SAN JUAN, PR

Registration

CRD #3155562 · ORIENTAL BANK · 10 years registered

Brand Profile

Not yet started

Career History

STRATEGIC WEALTH PARTNERS, LTD.

Jun 2026 – present

CETERA INVESTMENT ADVISERS LLC

Oct 2025 – Mar 2026

San Juan, PR

ORIENTAL FINANCIAL SERVICES LLC

Dec 2015 – Oct 2025

GUAYNABO, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · December 8, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORIENTAL BANK

CRD 312982 · SEC 801-121169

AUM

$301M

Regulatory assets under management

Employees

1 client accounts

Services offered by ORIENTAL BANK

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ORIENTAL BANK →

Introduction

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Frequently Asked Questions

What services does Juan Jose Santiago Marrero offer?

Juan Jose Santiago Marrero specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Juan Jose Santiago Marrero's credentials?

Juan Jose Santiago Marrero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Jose Santiago Marrero located?

Juan Jose Santiago Marrero is based in SAN JUAN, Puerto Rico, working with ORIENTAL BANK. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Juan Jose Santiago Marrero charge for services?

Juan Jose Santiago Marrero'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 ORIENTAL BANK?

ORIENTAL BANK has approximately 8 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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