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Sergio Isla Gonzalez

CHAMPLAIN ADVISORS
CHRISTIANSTED TOWN, VI 00820
Some features on this profile are disabled
CRD#: 6676963
SI

Professional summary

Sergio Isla Gonzalez, who also goes by Sergio Isla, is a registered financial professional currently at CHAMPLAIN ADVISORS, LLC located in Christiansted Town, .

Sergio is registered as a RR (Registered Representative) and started their career in finance in 2020. Sergio has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sergio Isla

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sergio Isla Gonzalez'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

August 5, 2020 - Present

CHAMPLAIN ADVISORS, LLC

Office #1: No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
BD
CRD#: 129560
CHRISTIANSTED TOWN, VI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Puerto Rico
(8/5/2020)
RR
Virgin Islands
(4/21/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/25/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/5/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/16/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: , 8-66233

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
Mailing Address
P.o. Box 24290, Christiansted, VI 00824-0290
Phone number
(212) 686-7949
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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

CHAMPLAIN ADVISORS, LLC

CRD#: 129560Christiansted Town, VI 00820

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