Desiree Llavat is a registered investment advisor at Lumiere Bay, based in Carolina, PR, with 21 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4735 Isla Verde Ave, Ste Ocm3A, Carolina, PR, 00979
Get directionsHistory
Regulatory History (1)
Regulatory
December 1994Other Business Activities
Desiree is involved in various outside business activities, including VLL Investments, PRFC, Desfel Realty Inc., Casa Niños Manuel Fernandez Juncos, Priditen Inc., Institute of Physical Medicine & Rehabilitation, Inc., Bentley University Alumni Board, and Friends of Puerto Rico. These activities involve roles such as secretary, treasurer, board member, president, and advisor.
Employment History
Current Registrations
Lumiere Bay
Previous Registrations
Santander Asset Management
Santander Securities
Santander Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.