Felix Anibal Lopez Santiago

Employer firm

Popular Securities, LLC CRD 8096

$2.62B regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2018
  University Of Puerto Rico
  San Juan, PR
• 06/2017 → 07/2017
  Banco Popular De Puerto Rico
  San Juan, PR
• 08/2017 → 12/2017
  Banco Popular De Puerto Rico
  San Juan, PR
• 07/2018 → 04/2022
  Popular Securities, Llc
  San Juan, PR
• 04/2022 → Present
  Popular Securities, Llc
  San Juan, PR

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-28
• S65 Uniform Investment Adviser Law Examination
  2019-05-09

Other Names

• Felix Anibal Lopez