Select Advisory Group Inc.

Select Advisory Group Inc. (CRD# 150129) is a financial advisory firm headquartered in San Juan, PR. They manage $96,000,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $755,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Select Advisory Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Luis D. Aponte
CRD#: 5659330
322 De Diego Ave., Suite 202, San Juan, PR 00920

Luis Aponte (CRD# 5659330) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 14 years of experience in the finance industry.

2
Gustavo C. Sanchez Nazario
CRD#: 5946258
322 De Diego Ave., Suite 202, San Juan, PR 00920

Gustavo Sanchez Nazario (CRD# 5946258) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 12 years of experience in the finance industry. Gustavo Sanchez Nazario has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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