Fernando J. Padro

SYGNUS WEALTH PR LLC

Guaynabo, PR 00968

Some features on this profile are disabled

CRD#: 3020788

Professional summary

Fernando Jorge Padro, who also goes by Fernando Jorge Padrolaboy, is a registered financial advisor currently at SYGNUS WEALTH PR LLC located in Guaynabo, .

Fernando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Fernando has worked at 8 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fernando Jorge Padrolaboy

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.

CARIBBEAN ATLANTIC BROKERS, LLC; COMMERIAL PROPORTY & CASUALTY INSURANCE BROKERAGE FIRM; 270 AVE. MUNOZ RIVERA, 2ND FLR SAN JUAN, PR; CHIEF FINANCIAL OFFFICER; START DATE 11/2020; 120 HOURS PER WEEK; DUTIES INCLUDED MONHTLY CLOSING OF FINANCIAL POSITION, PRODUCTION, AND OTHER KEY PERFORMANCE INDICATORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Jorge Padro'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®

None

Experience

Current

October 24, 2024 - Present

SYGNUS WEALTH PR LLC

Office #1: Metro Office Park 17, Street 2, Suite 640, Guaynabo, PR 00968

RIA

CRD#: 325576

Guaynabo, PR

Past

March 13, 2024 - October 15, 2024

LOYAL CAPITAL MANAGEMENT

RIA

CRD#: 317603

SAN JUAN, PR

Past

July 21, 2022 - December 31, 2023

LOYAL CAPITAL MANAGEMENT

RIA

CRD#: 317603

SAN JUAN, PR

Past

February 2, 2006 - December 31, 2016

SAN JUAN ASSET MANAGEMENT, INC.

RIA

CRD#: 138046

SAN JUAN, PR

Past

August 16, 2002 - December 18, 2003

SCHONFELD SECURITIES, LLC

CRD#: 23304

JERICHO, NY

Past

December 1, 2000 - September 11, 2002

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

June 6, 2000 - December 22, 2000

WORLDCO, L.L.C.

CRD#: 24673

NEW YORK, NY

Past

October 6, 1999 - June 2, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 24, 1998 - September 24, 1999

OFS SECURITIES, INC.

CRD#: 39615

HATO REY, 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
(10/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 7/27/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/23/1998

General Securities Representative Examination

Current Firm

SYGNUS WEALTH PR LLC

CRD#: 325576 / SEC#:

Puerto Rico

Registered Investment Advisory firm - (4/4/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Metro Office Park 17, Street 2, Suite 640, Guaynabo, PR 00968

Mailing Address

P.o. Box 363372, San Juan, PR 00936-3372

Phone number

(787) 706-9292

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 12,331,809

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.

Similar Advisors

Moira Wilkins

J.P. MORGAN SECURITIES LLC

Moline, IL

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Fernando J. Padro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Jorge Padro's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOYAL CAPITAL MANAGEMENT

LOYAL CAPITAL MANAGEMENT

SAN JUAN ASSET MANAGEMENT, INC.

SCHONFELD SECURITIES, LLC

RUMSON CAPITAL, LLC

WORLDCO, L.L.C.

MORGAN STANLEY DW INC.

OFS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2022

Series 63

Date: 1/19/2000

Series 55

Date: 7/27/2000

Series 7

Date: 4/23/1998

Current Firm

SYGNUS WEALTH PR LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYGNUS WEALTH PR LLC

TRUST BUT VERIFY

Similar Advisors