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Juan Jose Santiago Marrero

ORIENTAL BANK·SAN JUAN, Puerto Rico
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ORIENTAL CENTER, 10TH FLOOR, 254 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 3155562Firm CRD# 312982
01

About

Juan Jose Santiago Marrero is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with ORIENTAL BANK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ORIENTAL BANK
ORIENTAL TRUST
AUM
$301M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ORIENTAL BANK →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3155562
Firm CRD# 312982
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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