Mariela Torres
Mariela Torres is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR, with 24 years of industry experience. Mariela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 486 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
254 Munoz Rivera Ave, 11th Floor, San Juan, PR, 00918
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Mariela is the sole owner of MATOCO LLC, a compliance consulting firm, since 2020. She spends about half her time on this activity, with a few hours per week during trading hours, and receives dividends and fixed payments as compensation.
Employment History
Current Registrations
Oriental Financial Services LLC
Oriental Financial Services LLCBroker
Previous Registrations
Oriental Financial Services LLC
Vauban Wealth Management
Portfolio Resources Group, INC.Broker
Bnc International Advisors INC.
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Samuel a Ramirez & CO., INC.Broker
Prudential Securities 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.