Unclaimed Profile

Luis Alfonso Marino

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico

SIE, Series 3, Series 4, Series 7, Series 8, Series 24, Series 63Clean record21 years registeredCONSULTIVA WEALTH MANAGEMENT, CORP.

AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 1426723Firm CRD# 111846

Profile Verification

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

Identity

Luis Alfonso Marino · SAN JUAN, PR

Registration

CRD #1426723 · CONSULTIVA WEALTH MANAGEMENT, CORP. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONSULTIVA WEALTH MANAGEMENT, CORP.

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2004 – Oct 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · August 11, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD 111846 · SEC 801-57175

AUM

$466M

Regulatory assets under management

Employees

143 client accounts

Services offered by CONSULTIVA WEALTH MANAGEMENT, CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONSULTIVA WEALTH MANAGEMENT, CORP. →

Introduction

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Frequently Asked Questions

What services does Luis Alfonso Marino offer?

Luis Alfonso Marino specializes in Financial Planning, Investment Management, Wealth Management.

What are Luis Alfonso Marino's credentials?

Luis Alfonso Marino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luis Alfonso Marino located?

Luis Alfonso Marino is based in SAN JUAN, Puerto Rico, last registered with CONSULTIVA WEALTH MANAGEMENT, CORP..

How does Luis Alfonso Marino charge for services?

Luis Alfonso Marino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSULTIVA WEALTH MANAGEMENT, CORP.?

CONSULTIVA WEALTH MANAGEMENT, CORP. has approximately 27 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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