HV
Hugo A. Vega Calder
CAF INVESTMENTS
GUAYNABO, PR 00969
CRD#: 7988818
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HV
Hugo Adrian Vega CalderCAF INVESTMENTS
Professional summary
Hugo Adrian Vega Calder is a registered financial advisor currently at CAF INVESTMENTS LLC located in Guaynabo, .
Hugo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Hugo has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Hugo Adrian Vega Calder'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®
NoneExperience
Current
October 8, 2024 - Present
CAF INVESTMENTS LLC
Office #1: Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969RIA
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(10/8/2024)
Current Firm
CI
CAF INVESTMENTS LLC
CAF INVESTMENTS LLC
CRD#: 313629 / SEC#:
Florida
Registered Investment Advisory firm - (11/7/2023 Approved)Puerto Rico
Registered Investment Advisory firm - (2/1/2022 Approved)Texas
Registered Investment Advisory firm - (6/17/2022 Conditional Restricted)Loading...
Contact information
Main Address
Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969
Mailing Address
Urb. Montecielo Calle Nube #1, Guaynabo, PR 00971
Phone number
(787) 206-1637
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 532 |
| AUM (Assets Under Management) | $ 40,472,047 |
Red Flags
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