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UBS TRUST COMPANY OF PUERTO RICO
UBS TRUST COMPANY OF PUERTO RICO
UBS ASSET MANAGERS OF PUERTO RICO
SAN JUAN, Puerto Rico
·
10 registered advisors
·
CRD# 313696
SEC# 801-120846
0
787-773-3888
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
10
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 UBS TRUST COMPANY OF PUERTO RICO
10 registered advisors
Carlos Verner Ubinas Taylor
SAN JUAN, Puerto Rico
CRD# 1985568
Cary Alsina Viera
SAN JUAN, Puerto Rico
CRD# 4206832
Gustavo Adolfo Romanach
SAN JUAN, Puerto Rico
CRD# 4410963
Hector Rafael Sueiro
SAN JUAN, Puerto Rico
CRD# 1361345
Javier Anibal Rodriguez
SAN JUAN, Puerto Rico
CRD# 4601978
Javier Gonzalez
SAN JUAN, Puerto Rico
CRD# 2939583
Jose Guillermo Arias Rodriguez
SAN JUAN, Puerto Rico
CRD# 2085294
Jose Humberto Grau Brull
SAN JUAN, Puerto Rico
CRD# 2479941
Luz Nereida Colon
SAN JUAN, Puerto Rico
CRD# 2940264
William Rivera
SAN JUAN, Puerto Rico
CRD# 1443775
05
Office Locations
SAN JUAN, Puerto Rico
10 advisors
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Data sourced from SEC Form ADV filings. UBS TRUST COMPANY OF PUERTO RICO (CRD# 313696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.