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): POPULAR SECURITIES, LLC, CRD 8096, registered investment adviser and broker-dealer (FINRA member), active.✗ 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): POPULAR SECURITIES, LLC, CRD 8096, registered investment adviser and broker-dealer (FINRA member), active.✗ Not checked: insurance, quality of work, prices or availability.
Broker-dealer and investment adviser owned by Popular, Inc. Brokerage and investment advisory accounts for individuals, companies and institutions.
Puerto Rico Experts receives your request and a person reviews it. We do not email it to the business; if the business has claimed and verified its listing, it also sees it in its private inbox. If it is urgent, use the phone or website above.
Reviews
No reviews published yet. This listing was verified on 2026-10-31.
Did you work with this provider?
Share your honest experience to help other people.
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.
