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Valentina Prouty

VALIVIAN ADVISORS LLC·SAN JUAN, Puerto Rico
Clean recordVALIVIAN ADVISORS LLC
1511 AVE PONCE DE LEON, SAN JUAN, PR 00909CRD# 5931422Firm CRD# 156511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valentina Prouty · SAN JUAN, PR
Registration
CRD #5931422 · VALIVIAN ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valentina Prouty is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with VALIVIAN ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VALIVIAN ADVISORS LLC
VALIVIAN ADVISORS
AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at VALIVIAN ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5931422
Firm CRD# 156511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valentina Prouty offer?
Valentina Prouty specializes in Retirement Planning. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Valentina Prouty's credentials?
Valentina Prouty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valentina Prouty located?
Valentina Prouty is based in SAN JUAN, Puerto Rico, working with VALIVIAN ADVISORS LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Valentina Prouty charge for services?
Valentina Prouty's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALIVIAN ADVISORS LLC?
VALIVIAN ADVISORS LLC has approximately 2 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALIVIAN ADVISORS LLC

Nicholas Alden Prouty
SAN JUAN, PR
Jeremy Hugh Griffiths
SAN JUAN, PR

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Research
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