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AM

Angel L. Morales Melendez

BROOK HORIZONS LLC
ARROYO, PR
Some features on this profile are disabled
CRD#: 7811088
AM

Professional summary

Angel Luis Morales Melendez is a registered financial advisor currently at BROOK HORIZONS LLC located in Arroyo, .

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Angel has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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. Midland National; Investment Related; San Juan, Puerto Rico; Fixed Insurance Sales; Insurance Agent; Started 09/2023; Approximately 8 hours spent per month; 0 hours spent per month during securities trading hours. 2. ADM Realty Group LLC: Not Investment Related; Arroyo, Puerto Rico; Personal Rental Property; Landlord; Started 05/2021; Approximately 8 hours spent per month; 0 hours spent per month during securities trading hours. 3. Puerto Rico Army National Guard; Not Investment Related; Fort Buchanan, Puerto Rico; Defense; Intelligence Analyst; Started 04/2016; Approximately 16 hours spent per month; 0 hours spent per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Luis Morales Melendez'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

July 10, 2024 - Present

BROOK HORIZONS LLC

RIA
CRD#: 330584
ARROYO, PR
Past

September 27, 2023 - June 18, 2024

CAF INVESTMENTS LLC

RIA
CRD#: 313629
GUAYNABO, PR

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
(7/10/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2023
Securities Industry Essentials Examination

Current Firm

BH
BROOK HORIZONS LLC
BROOK HORIZONS LLC

CRD#: 330584 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (7/10/2024 Approved)
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Contact information

Main Address
Arroyo, PR
Mailing Address
Po Box 20607, San Juan, PR 00928
Phone number
(787) 335-2491
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

BROOK HORIZONS LLC

CRD#: 330584Arroyo, PR

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