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Popular Securities, LLC CRD 8096
$2.62B regulatory AUM 36 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Popular Center, 208 Ponce De Leon Suite 1200, Hato Rey, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2015-05-04 |
Branch Locations
San Patricio Gallery Avenida González Giusti Bloque 9, Guaynabo, PR 00968 • United States
208 Ponce De Leon Ave Popular Center Suite 1200, San Juan, PR 00918 • United States
209 Ponce De Leon Avenue Plaza Level, San Juan, PR 00918 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Popular Securities, Inc. | San Juan | PR | 09/2004 | Present |
| Banco Popular | San Juan | PR | 09/2004 | 01/2017 |
Investment & Wealth Institute (Editorial Advisor) - 5619 DTC PARKWAY, SUITE 500 GREENWOOD VILLAGE CO 80111 - Hrs per month = 2 hours - No compensation - Investment related - Nature of Business = Educational Publication - Start Date = 05/01/2023 // Property Rental - Casa del Mar Apt 1006 Camino las Picuas Rio Grande PR 00745 - Hrs per month = 5 hours - Compensation is based on rental income for short term stays - Non-investment related - Nature of Business = Property Rental - Start Date = 01/01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
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