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Luz Nereida Colon

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico
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250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 2940264Firm CRD# 313696
01

About

Luz Nereida Colon is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with UBS TRUST COMPANY OF PUERTO RICO. 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
UBS TRUST COMPANY OF PUERTO RICO
UBS ASSET MANAGERS OF PUERTO RICO
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at UBS TRUST COMPANY OF PUERTO RICO →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2940264
Firm CRD# 313696
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luz Nereida Colon offer?
Luz Nereida Colon specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Luz Nereida Colon's credentials?
Luz Nereida Colon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luz Nereida Colon located?
Luz Nereida Colon 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 Luz Nereida Colon charge for services?
Luz Nereida Colon'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
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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