Unclaimed Profile

William Rivera

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

SIE, Series 7, Series 55, Series 57TO, Series 63Clean recordUBS TRUST COMPANY OF PUERTO RICO

250 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 1443775Firm CRD# 313696

Profile Verification

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

Identity

William Rivera · SAN JUAN, PR

Registration

CRD #1443775 · UBS TRUST COMPANY OF PUERTO RICO

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 57TO

Series 63

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

UBS TRUST COMPANY OF PUERTO RICO

CRD 313696 · SEC 801-120846

AUM

$1.8B

Regulatory assets under management

Employees

24 client accounts

Services offered by UBS TRUST COMPANY OF PUERTO RICO

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at UBS TRUST COMPANY OF PUERTO RICO →

Introduction

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Frequently Asked Questions

What services does William Rivera offer?

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

What are William Rivera's credentials?

William Rivera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Rivera located?

William Rivera 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 William Rivera charge for services?

William Rivera'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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