Financial advisors in Guaynabo, PR

129 advisors · page 1 of 5

Giancarlo Diaz-Munio Mendez
Financial advisor at Freedom Advisory
Freedom Advisory · $880.6M AUM
CFP®VerifiedFinancial planning
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Roberto Rivera Vazquez
Financial advisor at Freedom Advisory
Freedom Advisory · $880.6M AUM
CFP®VerifiedFinancial planning
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Alex Gierbolini
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Alexandra Marquez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alexis Ortiz Diaz
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Alfonso Boneta
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Alpheus McKenzie Hertell
Financial advisor at Mckenzie Investment Advisors LLC
Mckenzie Investment Advisors LLC
VerifiedFinancial planning
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Ana Suarez
Financial advisor at Atlas Asset Management LLC
Atlas Asset Management LLC · $700.6M AUM
Verified
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Andres Lewowicz
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Antonio Ramirez
Financial advisor at Concert Investment Advisory LLC
Concert Investment Advisory LLC · $91.1M AUM
Verified
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Ashley Ramirez Quiles
Financial advisor at Caf Investments LLC
Caf Investments LLC · $40.5M AUM
VerifiedFinancial planning
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Aurora Castro Velez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Braulio Nieves Roman
Financial advisor at Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC · $10.6M AUM
VerifiedFinancial planning
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Candida Bobonis Roig
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Carlos Feliciano
Financial advisor at Caf Investments LLC
Caf Investments LLC · $40.5M AUM
VerifiedFinancial planning
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Carlos Gonzalez Abella
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Catherine Santiago Toca
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Christian Rivera Chinea
Financial advisor at Chinea Wealth Management LLC
Chinea Wealth Management LLC · $568K AUM
VerifiedFinancial planning
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Cristina Dominguez Martinez
Financial advisor at Connelly Capital Management LLC
Connelly Capital Management LLC · $1.05B AUM
Verified
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Cristina Perez-Franceschini
Financial advisor at X-Square Capital
X-Square Capital · $790.9M AUM
Verified
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Dario Ochoa
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Padilla Herrera
Financial advisor at Intuitivo LLC
Intuitivo LLC · $16.5M AUM
VerifiedFinancial planning
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Dmitri Zapolskikh
Financial advisor at Mission Prime LLC
Mission Prime LLC · $2.35B AUM
Verified
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Eduardo Garcia-Ojeda
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Eduardo Ramos
Financial advisor at Freedom Advisory
Freedom Advisory · $880.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eduardo Ramos Perez
Financial advisor at Freedom Advisory
Freedom Advisory · $880.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eduardo Sotomayor Alamo
Financial advisor at Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC · $10.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Enrique Marti Ruiz
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ernesto Hernandez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Fernando De La Vega
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Guaynabo, PR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Guaynabo, PR.

How this list works

Before you hire an advisor in Guaynabo, PR