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Adrian Brown Saenz

Popular Asset Management

San Juan, PR

CRD 7956273

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Employer firm

Popular Asset Management CRD 313653

$3.71B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Popular Asset Management

Popular Center North Building, 4Th Flr 209 Munoz Rivera Ave., San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-07-12
  • PR RA
    APPROVED
    Since 2024-07-12

Branch Locations

Popular Center North Building, 4Th Flr 209 Munoz Rivera Ave., 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
Popular Asset Management San Juan PR 12/2023 Present
Banco Popular San Juan PR 07/2018 12/2023
Pacific Capital Corporation San Juan PR 09/2016 07/2018
Internship San Juan PR 07/2014 09/2016
  • 12/2023 → Present
    Popular Asset Management
    San Juan, PR
  • 07/2018 → 12/2023
    Banco Popular
    San Juan, PR
  • 09/2016 → 07/2018
    Pacific Capital Corporation
    San Juan, PR
  • 07/2014 → 09/2016
    Internship
    San Juan, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26

View on SEC IAPD

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