Unclaimed Profile

Michelle Maria Casellas

UBS TRUST COMPANY OF PUERTO RICO·SAN JUAN, Puerto Rico

UBS TRUST COMPANY OF PUERTO RICO

250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 3042860Firm CRD# 313696

Profile Verification

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

Identity

Michelle Maria Casellas · SAN JUAN, PR

Registration

CRD #3042860 · UBS TRUST COMPANY OF PUERTO RICO

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Michelle Maria Casellas 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

UBS TRUST COMPANY OF PUERTO RICO

UBS ASSET MANAGERS OF PUERTO RICO

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at UBS TRUST COMPANY OF PUERTO RICO →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3042860

Firm CRD# 313696

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Maria Casellas offer?

Michelle Maria Casellas specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Michelle Maria Casellas's credentials?

Michelle Maria Casellas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Maria Casellas located?

Michelle Maria Casellas 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 Michelle Maria Casellas charge for services?

Michelle Maria Casellas'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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