Eduardo E. Valera Marquez

PORTFOLIO RESOURCES ADVISOR GROUP

CARACAS, 1060

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CRD#: 6593335

Professional summary

Eduardo Elias Valera Marquez, who also goes by Eduardo Elias Valera, is a registered financial advisor currently at PORTFOLIO RESOURCES ADVISOR GROUP, INC. and PORTFOLIO RESOURCES GROUP, INC. .

Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Eduardo has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eduardo Elias Valera

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.

BBO Capital Partners LLC,Is Not Investment Related,Oficina D-42 Edif.Centro Banaven, Entre Ave Ernesto Blohm y La Estancia, Municipio Chacao del Estado Miranda, Caracas, Venezuela,Business Consulting,Consultant,7/29/2020,40 hours per month,0 hours per month during trading hours,Commission Compensation,"Advisory Services for Business Development and entrepreneurship, financial statement analysis".

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Elias Valera Marquez's CRS (Customer Relationship Summary).

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

April 23, 2025 - Present

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Office #1: Oficina D-42 Edif Centro Banaven Municipio Chacao Del Estado Miranda, Caracas 1060

RIA

CRD#: 144601

CARACAS,

Current

January 5, 2016 - Present

PORTFOLIO RESOURCES GROUP, INC.

Office #1: Ofic D42 Centro Banaven, Av. Ernesto Blohm Y La Estancia, Urb Chuao, Estado Miranda, Caracas 1060

CRD#: 31155

CARACAS,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD#: 144601 / SEC#: 801-111808

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

Arizona

Registered Investment Advisory firm - (10/6/2017 Terminated)

California

Registered Investment Advisory firm - (11/5/2017 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2017 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2017 Terminated)

Kentucky

Registered Investment Advisory firm - (10/12/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (1/2/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (10/20/2017 Terminated)

New York

Registered Investment Advisory firm - (10/6/2017 Terminated)

North Carolina

Registered Investment Advisory firm - (10/6/2017 Terminated)

Oregon

Registered Investment Advisory firm - (11/7/2017 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/10/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/6/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(1/11/2024)

Florida
(8/20/2021)

IAR

Florida
(4/23/2025)

New York
(1/31/2024)

North Carolina
(8/4/2023)

Puerto Rico
(10/28/2025)

Tennessee
(8/4/2023)

Texas
(12/1/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/1/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/13/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD#: 144601 / SEC#: 801-111808

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

Arizona

Registered Investment Advisory firm - (10/6/2017 Terminated)

California

Registered Investment Advisory firm - (11/5/2017 Terminated)

Colorado

Registered Investment Advisory firm - (10/13/2017 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2017 Terminated)

Kentucky

Registered Investment Advisory firm - (10/12/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (1/2/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (10/20/2017 Terminated)

New York

Registered Investment Advisory firm - (10/6/2017 Terminated)

North Carolina

Registered Investment Advisory firm - (10/6/2017 Terminated)

Oregon

Registered Investment Advisory firm - (11/7/2017 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/10/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/6/2017 Terminated)

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Contact information

Main Address

4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146

Mailing Address

Phone number

(305) 372-0299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A WRAP FEE BROCHURE (11/15/2024)

PART 2A BROCHURE (11/15/2024)

Regulatory assets under management

Total Number of Accounts	362
AUM (Assets Under Management)	$ 115,963,278

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.

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Advisor Monitoring

Firm Stability Insights

Eduardo E. Valera Marquez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Elias Valera Marquez's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO RESOURCES GROUP, INC.

Primary Firm SEC Registration

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/2022

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2017

Series 24

Date: 1/13/2022

FINRA

Current Firm

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

TRUST BUT VERIFY

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