Wealth managers & financial advisors · San Juan, PR
Verified · Last checked ✓ Information checked against official website (2026-10-31): name, services, phone, address.✓ License checked with the regulator (2026-10-31) – SEC adviser search (IAPD): ORIENTAL FINANCIAL SERVICES LLC, CRD 29753, registered investment adviser and broker-dealer (FINRA member), active; phone and address from its Form ADV (March 2026).✗ Not checked: insurance, quality of work, prices or availability.
company website · Verified · Last checked ✓ Information checked against official website (2026-10-31): name, services, phone, address.✓ License checked with the regulator (2026-10-31) – SEC adviser search (IAPD): ORIENTAL FINANCIAL SERVICES LLC, CRD 29753, registered investment adviser and broker-dealer (FINRA member), active; phone and address from its Form ADV (March 2026).✗ Not checked: insurance, quality of work, prices or availability.
Broker-dealer and investment adviser owned by OFG Bancorp, doing business as Oriental Wealth Management. Brokerage accounts and advisory wrap programs; account minimum $25,000 except Keogh, retirement plans and trusts.
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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.
