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CR

Christian Rivera Chinea

CHINEA WEALTH MANAGEMENT LLC
Guaynabo, PR 00968
Some features on this profile are disabled
CRD#: 7163190
CR

Professional summary

Christian Rivera Chinea, who also goes by Christian Rivera, is a registered financial advisor currently at CHINEA WEALTH MANAGEMENT LLC located in Guaynabo, .

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christian has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christian Rivera

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) - RIA

Click below to view Christian Rivera Chinea'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

September 4, 2024 - Present

CHINEA WEALTH MANAGEMENT LLC

Office #1: Metro Office Park 2, Calle 1 Suite 100, Guaynabo, PR 00968
RIA
CRD#: 331477
Guaynabo, PR
Past

July 28, 2021 - November 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

January 8, 2020 - November 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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
Florida
(9/5/2024)
IAR
Puerto Rico
(9/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/23/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/8/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/17/2019
Securities Industry Essentials Examination

Current Firm

CW
CHINEA WEALTH MANAGEMENT LLC
CHINEA WEALTH MANAGEMENT LLC

CRD#: 331477 / SEC#:

Florida
Registered Investment Advisory firm - (9/5/2024 Approved)
Puerto Rico
Registered Investment Advisory firm - (8/22/2024 Approved)
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Contact information

Main Address
Metro Office Park 2, Calle 1 Suite 100, Guaynabo, PR 00968
Mailing Address
Phone number
(787) 416-0804
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 244,000

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

CHINEA WEALTH MANAGEMENT LLC

CRD#: 331477Guaynabo, PR 00968

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