Eduardo Pou Monagas, financial advisor Hato Rey PR

Eduardo Pou Monagas

CRD Number: 3130201
Current Firm: Npa Asset Management, LLC

Eduardo Pou Monagas (CRD# 3130201) is an Investment Advisor Representative working at Npa Asset Management, LLC in Hato Rey, PR and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Planning Associates, Inc. Hato Rey, PR Sep 2017 - Current 6
Santander Securities Guaynabo, PR Jul 2006 - Sep 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eduardo J. Pou Monagas
Phone Number: 201-476-0029
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    791
    MILLIONS
  • Total Number of Accounts
    2,880
    ACCOUNTS
  • Average Account Value
    $274,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX

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