Popular Securities, LLC

Popular Securities, LLC (CRD# 8096) is a financial advisory firm headquartered in Hato Rey, PR. They manage $2,228,633,350 in 2,530 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,229
    MILLION
  • Total Number of Accounts
    2,530
    ACCOUNTS
  • Average Account Value
    $880,883
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

FL, MD, PR, TX, VA, VI

Financial Advisors at Popular Securities, LLC
Showing 51 - 56 of 56 top financial advisors.
51
John C. Roman Santiago
CRD#: 6949329
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918

John Roman Santiago (CRD# 6949329) 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.

52
Angel L. Rosa Roig
CRD#: 7272672
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918

Angel Rosa Roig (CRD# 7272672) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has 1 year of experience in the finance industry.

53
Jaime A. Toro Lavergne
CRD#: 5984147
209 Ponce De Leon Avenue, Plaza Level, San Juan, PR 00918

Jaime Toro Lavergne (CRD# 5984147) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has 1 year of experience in the finance industry.

54
Brian A. Valentin Zepeda
CRD#: 7654833
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918

Brian Valentin Zepeda (CRD# 7654833) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has 1 year of experience in the finance industry.

55
Jose F. Valle Fernandez
CRD#: 7341903
Calle Mendez Vigo#12, Mayaguez, PR 00681

Jose Valle Fernandez (CRD# 7341903) is an Investment Advisor Representative working at Popular Securities, LLC in Mayaguez, PR and has over 2 years of experience in the finance industry.

56
Yolanda Varela Ayala
CRD#: 4207045
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918

Yolanda Varela Ayala (CRD# 4207045) 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.

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