EV
Emilio S. Vilella
BLUE OCEAN STRATEGIC ADVISORS
San Juan, PR 00901
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CRD#: 2151191
EV
Professional summary
Emilio Salvador Vilella is a registered financial advisor currently at BLUE OCEAN STRATEGIC ADVISORS, LLC located in San Juan, .
Emilio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Emilio has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMILIO S. VILELLA IS A PARTNER AT THE PENSION ADMINISTRATORS GROUP, INC. HE SPENDS A LIMITED AMOUNT OF HIS TIME ON THOSE ACTIVITIES AND DOES NOT CONSIDER THEM HIS PRIMARY BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Emilio Salvador Vilella's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2013 - Present
BLUE OCEAN STRATEGIC ADVISORS, LLC
Office #1: Ochoa Building 500 De La Tanca Street Suite 205, San Juan, PR 00901RIA
CRD#: 165146
San Juan, PR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Puerto Rico(4/1/2013)
Current Firm
BO
BLUE OCEAN STRATEGIC ADVISORS, LLC
BLUE OCEAN STRATEGIC ADVISORS, LLC
CRD#: 165146 / SEC#:
Puerto Rico
Registered Investment Advisory firm - (3/27/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ochoa Building 500 De La Tanca Street Suite 205, San Juan, PR 00901
Mailing Address
Po Box 9023794, San Juan, PR 00902-3794
Phone number
(787) 724-1379
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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