Leroy Maldonado Montanez (CRD# 6974599) is an Investment Advisor Representative working at Parliament Capital Management, LLC in San Juan, PR and has over 4 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parliament Capital Management, LLC | San Juan, PR | Oct 2022 - Current | 1 |
| Banco Popular De Puerto Rico | San Juan, PR | Nov 2020 - Oct 2022 | 1 |
| Bofa Securities, Inc. | New York, NY | Jul 2019 - Oct 2020 | 1 |
| Unemployed | Bayamon, PR | Jun 2019 - Jun 2019 | < 1 |
| Fortaleza Capital Partners | San Juan, PR | Oct 2018 - May 2019 | < 1 |
| University Of Puerto Rico - Rio Piedras | San Juan, PR | Jan 2017 - May 2019 | 2 |
| Goldman Sachs | New York, NY | May 2018 - Aug 2018 | < 1 |
| Banco Popular De Puerto Rico | San Juan, PR | Jan 2017 - Jul 2017 | < 1 |
| University Of Puerto Rico - Bayamon | Bayamon, PR | Aug 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- PR
-
Total Assets Under Management318MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$1,170,548
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
PR
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