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Braulio Nieves Roman, financial advisor Guaynabo PR

Braulio Nieves Roman

CRD Number: 4314517
Current Firm: Pariter Wealth Management Group LLC
Braulio Nieves Roman (CRD# 4314517) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Pariter Securities San Juan, PR Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Braulio L. Nieves Roman
243 Carretera #2, Guaynabo, PR 00966
Phone Number: 787-781-2555
Firm Website: http://www.pariterwmg.com
Registered State(s):
  • PR
Current Firm Details
Pariter Wealth Management Group LLC
Firm's CRD Number: 146622
243 Carretera #2, Guaynabo, PR 00966
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $346,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

PR

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