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Evangeline Maria Davila

Consultiva Wealth Management, Corp.

San Juan, PR

CRD 4417562

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Employer firm

Consultiva Wealth Management, Corp. CRD 111846

$533M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Consultiva Wealth Management, Corp.

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-05-24
PR RA APPROVED 2005-03-31
  • FL RA
    APPROVED
    Since 2005-05-24
  • PR RA
    APPROVED
    Since 2005-03-31

Branch Locations

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Consultiva Wealth Management, Corp. Guaynabo PR 02/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-30
  • S65 Uniform Investment Adviser Law Examination
    2005-03-30
Other Names
  • Evangeline M. Davila-Del-Valle
  • Evangeline M. Davila
  • Evangeline Davila

View on SEC IAPD

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CARLOS JUAN MIRANDA
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Nearby Offices

KOVACK ADVISORS, INC. · San Juan, PR
CEFI CAPITAL, LLC · SAN JUAN, PR
OWLCREST PARTNERS LLC · SAN JUAN, PR

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