Popular Securities, LLC

Popular Securities, LLC (CRD# 8096) is a financial advisory firm headquartered in Hato Rey, PR. They manage $824,400,000 in 1,713 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • Total Number of Accounts
    1,713
    ACCOUNTS
  • Average Account Value
    $481,261
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PR, VI

Financial Advisors at Popular Securities, LLC
Showing 1 - 10 of 46 top financial advisors.
1
Lee D. Cardona Rodriguez
CRD#: 5526032
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
93
Wealthminder
score

Lee Cardona Rodriguez (CRD# 5526032) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 7 years of experience in the finance industry.

2
Oscar R. Mesorana Colon
CRD#: 3208330
209 Ponce De Leon Avenue, Plaza Level, San Juan, PR 00918
93
Wealthminder
score

Oscar Mesorana Colon (CRD# 3208330) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 17 years of experience in the finance industry.

3
Yolanda M. Rosich Clemente
CRD#: 2701898
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
93
Wealthminder
score

Yolanda Rosich Clemente (CRD# 2701898) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 17 years of experience in the finance industry.

4
Karlamary Aleman Aponte
CRD#: 5204687
Roberto H. Todd, #100, Santurce, PR 00976
90
Wealthminder
score

Karlamary Aleman Aponte (CRD# 5204687) is an Investment Advisor Representative working at Popular Securities, LLC in Santurce, PR and has over 4 years of experience in the finance industry.

5
Enrique J. Gelpi Abarca
CRD#: 5917638
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
90
Wealthminder
score

Enrique Gelpi Abarca (CRD# 5917638) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 4 years of experience in the finance industry.

6
Jafet Pabon Rodriguez
CRD#: 5653794
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
90
Wealthminder
score

Jafet Pabon Rodriguez (CRD# 5653794) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 6 years of experience in the finance industry.

7
Edbal Tirado Jimenez
CRD#: 3181135
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
90
Wealthminder
score

Edbal Tirado Jimenez (CRD# 3181135) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has 1 year of experience in the finance industry.

8
Olga Y. Cintron Rosario
CRD#: 5055094
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
89
Wealthminder
score

Olga Cintron Rosario (CRD# 5055094) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 4 years of experience in the finance industry.

9
Gabriel J. Flores Ruiz
CRD#: 6199553
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
88
Wealthminder
score

Gabriel Flores Ruiz (CRD# 6199553) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 3 years of experience in the finance industry.

10
Desiree Maldonado Irizarry
CRD#: 4662576
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
88
Wealthminder
score

Desiree Maldonado Irizarry (CRD# 4662576) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.