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ORIENTAL BANK
ORIENTAL BANK
ORIENTAL TRUST
SAN JUAN, Puerto Rico
·
6 registered advisors
·
CRD# 312982
SEC# 801-121169
0
787-771-6800
01
Firm Overview
AUM
$301M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ORIENTAL BANK
6 registered advisors
Carlos Alberto Gonzalez
SAN JUAN, Puerto Rico
CRD# 224938
Juan Jose Santiago Marrero
SAN JUAN, Puerto Rico
CRD# 3155562
Maritza Nmn Arizmendi
SAN JUAN, Puerto Rico
CRD# 5274271
Ramon Arturo Rosado
SAN JUAN, Puerto Rico
CRD# 2396515
Roberto Antonio Romanelli Arias
SAN JUAN, Puerto Rico
CRD# 7827997
Rosana Maria Pacheco Fernandez
SAN JUAN, Puerto Rico
CRD# 2304829
05
Office Locations
SAN JUAN, Puerto Rico
6 advisors
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Data sourced from SEC Form ADV filings. ORIENTAL BANK (CRD# 312982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.