EO
EO

Elsie M Torres Olmo

25 Years of Experience
8 DisclosuresBroker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
2,120 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$50K
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Location

208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2020
Settled
Customer Dispute
December 2018
Settled
Customer Dispute
April 2018
Settled
Customer Dispute
December 2017
Settled
Customer Dispute
September 2014
Settled
Customer Dispute
April 2014
Settled
Customer Dispute
November 2013
Closed-No Action
Customer Dispute
May 2009
Closed-No Action
Other Business Activities

Elsie works as an accounting clerk for Luisivan Sports Shop, a volleyball equipment shop owned by her husband. This takes about 10-20% of her time and does not generate monthly income.

Employment History
Current Registrations
Popular Securities, LLC
June 2013 - Present · 12 yrs 8 mos
Popular Securities, LLCBroker
February 2000 - Present · 26 yrs
Previous Registrations
Popular Securities, INC.
August 2011 - March 2012 · 7 mos
State Registrations24 states
ALARAZCACTFLGAILMAMDMINCNJNMNYOHORPAPRSCTXUTVAVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Elsie M Torres Olmo - Financial Advisor | TrueAdvisor