Wealth managers & financial advisors · San Juan, PR
Verified · Last checked ✓ Information checked against official website (2026-11-01): name, services.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): SYGNUS WEALTH PR LLC, CRD 325576, investment adviser registered in Puerto Rico (OCIF), approved 2024-04-04, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
company website · Verified · Last checked ✓ Information checked against official website (2026-11-01): name, services.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): SYGNUS WEALTH PR LLC, CRD 325576, investment adviser registered in Puerto Rico (OCIF), approved 2024-04-04, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Investment advisory and asset management for high-net-worth individuals, families, trusts and their entities, through separately managed accounts. Part of Sygnus Group, with offices in Jamaica, St. Lucia and Puerto Rico.
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Verified · Last checked ✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): SYGNUS WEALTH PR LLC, CRD 325576, investment adviser registered in Puerto Rico (OCIF), approved 2024-04-04, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified · Last checked ✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): CHAPEL BRIDGE WEALTH ADVISORS, CRD 313295, SEC-registered investment adviser (since 2022-06-06), notice filed in Puerto Rico, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified · Last checked ✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): FINANXIAL INVESTMENT ADVISORS, CORP, CRD 300350, investment adviser registered in Puerto Rico (OCIF), approved 2019-01-02, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
