Sergio Hey Colon, financial advisor Guaynabo PR
89 score

Sergio Hey Colon

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Sergio M. Hey Colon
Phone Number: 787-763-5868
Registered State(s):
  • CA
  • FL
  • PR
By the Numbers
  • Total Assets Under Management
    2,695
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $17,054,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, DC, FL, LA, MA, NJ, NY, PA, PR, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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