Sergio Hey ColonCRD Number: 6164591
Current Firm: Consultiva Internacional Inc.
Sergio Hey Colon (CRD# 6164591) is an Investment Advisor Representative working at Consultiva Internacional Inc. in Guaynabo, PR and has over 4 years of experience in the finance industry.
Vab Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Euro Pacific Asset Management, LLC
|Consultiva Internacional Inc.||Guaynabo, PR||Dec 2010 - Current||6|
|Consultiva Securities Inc.||Guaynabo, PR||Dec 2010 - Current||6|
|Unemployed||San Juan, PR||May 2010 - Nov 2010||< 1|
|Maui College||Kahului, HI||Oct 2009 - May 2010||< 1|
|Watanabe Farms||Hawaii, HI||Aug 2009 - Oct 2009||< 1|
|Penn State University||State College, PA||Jan 2009 - Jul 2009||< 1|
|Dupont||Richmond, VA||Jun 2008 - Dec 2008||< 1|
|Penn State University||State College, PA||May 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management2,695MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$17,054,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MA, NJ, NY, PA, PR, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.