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Roberto Olson Cortes

Capitalia Advisors LLC

Guaynabo, PR

CRD 1326952

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Employer firm

Capitalia Advisors LLC CRD 173030

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Capitalia Advisors Llc

Ave. Palma Real #2, Suite 103, Guaynabo, PR 00970 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2015-02-06
  • PR RA
    APPROVED
    Since 2015-02-06

Branch Locations

Ave. Palma Real #2 Suite 103, Guaynabo, PR 00969 • 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
Unemployed San Juan PR 10/2013 Present
  • 10/2013 → Present
    Unemployed
    San Juan, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-16
S66 Uniform Combined State Law Examination 2009-06-05
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16
  • S66 Uniform Combined State Law Examination
    2009-06-05
Other Names
  • Bobby Olson
  • Roberto Olson

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
CAF INVESTMENTS LLC

Nearby Investors

JAVIER ESTREMERA
ANDRES LEWOWICZ
Roberto H Santa Maria Mendez

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GUAYNABO, PR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Guaynabo, PR
PFS INVESTMENTS INC. · GUAYNABO, PR

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