Cristina Canellas
Professional summary
Cristina Canellas, who also goes by Cristina Canellas Amieiro, is a registered financial advisor currently at POPULAR ASSET MANAGEMENT located in San Juan, .
Cristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cristina has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cristina Canellas's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2021 - Present
POPULAR ASSET MANAGEMENT
Office #1: Popular Center North Building 4th Flr 209 Munoz Rivera Ave., San Juan, PR, 00918February 13, 2017 - May 21, 2021
SANTANDER ASSET MANAGEMENT
Primary Firm SEC Registration
POPULAR ASSET MANAGEMENT
CRD#: 313653 / SEC#: 801-120872
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2021)
Current Firm
POPULAR ASSET MANAGEMENT
CRD#: 313653 / SEC#: 801-120872
Contact information
SEC notice filing (1 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,875,694,583 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 01/26/2024 | ||
| 04/28/2023 |
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.
Company Information
POPULAR ASSET MANAGEMENT
CRD#: 313653San Juan, PR 00918TRUST BUT VERIFY
Monitor Cristina Canellas
Get automatic monthly alerts on: