Iris Sanguinetti is a registered investment advisor, based in San Juan, PR, with 24 years of industry experience.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Iris is an independent contractor for ATU General Trust, receiving referral fees for establishing companies in the British Virgin Islands, and serves on the advisory board for SMIF (Barry University), dedicating minimal time to it. Iris also maintains Sanguimar LLC for future commission income and is a registered representative at Trade Bridge Capital LLC and an Investment Advisor at Consultiva Wealth Management Corp.
Employment History
Current Registrations
Savile Capital Markets LLCBroker
Consultiva Wealth Management, CORP.
Previous Registrations
Trade Bridge Capital LLCBroker
Ucap Asset Management LLC
Ucap Securities LLCBroker
Insight Securities, INC.
Insight Securities, INC.Broker
Bolton Global CapitalBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
State Registrations4 states
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.