Mariela Torres

Employer firm

Oriental Financial Services LLC CRD 29753

$420M regulatory AUM

Reported services (Item 5G)

• WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 08/2004 → 09/2017
  Ubs Financial Services Inc.
  Weehawken, NJ
• 09/2017 → 06/2019
  Bnc International Advisors Inc.
  San Juan, PR
• 08/2018 → Present
  Portfolio Resources Group, Inc.
  Miami, FL
• 10/2019 → Present
  Vauban Wealth Management
  San Juan, PR
• 04/2022 → Present
  Oriental Financial Services Llc
  San Juan, PR

Previous Registrations

• 2019-11-08 → 2022-05-31
  Vauban Wealth Management
  Guaynabo, PR
• 2018-01-30 → 2019-06-26
  Bnc International Advisors Inc.
  San Juan, PR

Other Businesses

MATOCO LLC,Is , Consulting Firm,"URB EL CEREZAL, CALLE ORINOCO # 1680, SAN JUAN, PR, 00926, United States",Compliance Consulting & Management Services,Sole Owner,4/1/2020, 60-80 hours per month,10 hours per month during trading hours,Other Compensation,Dividends distributions as sole ownerr, income varies per contract. Mainly by fixed agreed amount. Duties: Consult entities on compliance policies, procedures and management strategies".

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-29
• S66 Uniform Combined State Law Examination
  2001-09-13

Other Names

• Mariela Colon Torres
• Mariela Torres Colon