German Chaves, financial advisor San Juan PR

German Chaves

CRD Number: 5549151
Current Firm: Arkadios Wealth Advisors

German Chaves (CRD# 5549151) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Juan, PR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA Feb 2019 - Current 5
Arkadios Wealth Advisors Atlanta, GA Feb 2019 - Current 5
Mml Investors Services, LLC San Juan, PR Jul 2018 - Dec 2018 < 1
Mass Mutual Life Insurance Company San Juan, PR Jun 2018 - Dec 2018 < 1
Islero Capital San Juan, PR Jun 2014 - May 2018 3
Maverick Trading San Juan, PR Feb 2013 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for German M. Chaves
Phone Number: 404-445-0035
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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