Unclaimed Profile

Sean Warren Miles Barbosa

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico

SIE, Series 6, Series 7, Series 24, Series 66Clean record5 years registeredORIENTAL FINANCIAL SERVICES LLC

254 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 2340356Firm CRD# 29753

Profile Verification

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

Identity

Sean Warren Miles Barbosa · SAN JUAN, PR

Registration

CRD #2340356 · ORIENTAL FINANCIAL SERVICES LLC · 5 years registered

Brand Profile

Not yet started

Career History

STONECREST ADVISORS, INC.

Jul 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · July 20, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORIENTAL FINANCIAL SERVICES LLC

CRD 29753 · SEC 801-88203

AUM

$284M

Regulatory assets under management

Employees

469 client accounts

Services offered by ORIENTAL FINANCIAL SERVICES LLC

Per Form ADV

Other

View all advisors at ORIENTAL FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Sean Warren Miles Barbosa offer?

Sean Warren Miles Barbosa specializes in Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Sean Warren Miles Barbosa's credentials?

Sean Warren Miles Barbosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Warren Miles Barbosa located?

Sean Warren Miles Barbosa is based in SAN JUAN, Puerto Rico, working with ORIENTAL FINANCIAL SERVICES LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Sean Warren Miles Barbosa charge for services?

Sean Warren Miles Barbosa'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 FINANCIAL SERVICES LLC?

ORIENTAL FINANCIAL SERVICES LLC has approximately 28 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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