Jorge A. Sonville
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jorge Antonio Sonville, who also goes by Jorge A Sonville, was a registered financial professional .
Jorge is a previously registered financial professional and started their career in finance in 1995. Jorge had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 19, 2023 - February 14, 2025
CONSULTIVA WEALTH MANAGEMENT, CORP.
January 23, 2023 - November 22, 2024
SAVILE CAPITAL MARKETS LLC
October 28, 2021 - July 1, 2022
INSIGNEO ADVISORY SERVICES, LLC
July 19, 2021 - July 1, 2022
INSIGNEO SECURITIES, LLC
August 23, 2004 - July 6, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 13, 1995 - July 6, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD#: 111846 / SEC#: 801-57175
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD#: 111846 / SEC#: 801-57175
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 429,665,565 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
