Myrna M. Rivera

CONSULTIVA WEALTH MANAGEMENT,

San Juan, PR 00918

Some features on this profile are disabled

CRD#: 734396

Professional summary

Myrna Milagros Rivera, CIMA®, who also goes by Myrna M. Rivera, Cardona, is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in San Juan, .

Myrna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Myrna has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myrna M. Rivera, Cardona

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.

1) CONSULTIVA WEALTH MANAGEMENT CORP, SAN JUAN, PR, INVESTMENT-RELATED, FEE-BASED SEC RIA, PRINCIPAL/ADVISOR REPRESENTATIVE/INSURANCE AGENT, 40 HOURS/WEEK; 2) MRC HOLDINGS, LLC, SAN JUAN, PR, INVESTMENT-RELATED PERSONAL LLC HOLDING PASSIVE INVESTMENTS, CREATED FOR TAX AND ESTATE PLANNING PURPOSES, TIME: MINIMAL TO NONE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myrna Milagros Rivera'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 28, 2014 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

RIA

CRD#: 111846

San Juan, PR

Past

August 1, 2016 - November 17, 2025

HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

San Juan, PR

Past

March 28, 2001 - February 25, 2014

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

SAN JUAN, PR

Past

October 5, 2000 - July 27, 2016

FAIRBRIDGE CAPITAL MARKETS

CRD#: 103818

GUAYNABO, PR

Past

October 12, 1999 - May 21, 2001

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

July 31, 1993 - October 8, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 14, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 27, 1983 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

July 20, 1981 - September 12, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

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
(3/10/2014)

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 66

Date: 11/23/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/9/1989

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: 7/18/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/2000

General Securities Principal Examination

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 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

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Mailing Address

Phone number

(787) 763-5868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 429,665,565

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

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Jason Gilbert

RGA INVESTMENT ADVISORS, LLC

IAR

Great Neck, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Myrna M. Rivera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myrna Milagros Rivera's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUNTLEIGH SECURITIES CORPORATION

CONSULTIVA WEALTH MANAGEMENT, CORP.

FAIRBRIDGE CAPITAL MARKETS

LOCKWOOD FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2004

Series 63

Date: 9/9/1989

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1981

Series 24

Date: 4/26/2000

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

Similar Advisors