AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A CUATRO CAPITAL SECURITIES LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at CUATRO CAPITAL SECURITIES LLC

CRD#: 328082
BD

Looking for a Financial Advisor at CUATRO CAPITAL SECURITIES LLC?

We have compiled every financial advisor who works at CUATRO CAPITAL SECURITIES LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for CUATRO CAPITAL SECURITIES LLC Comes From

Understanding the Statistics for CUATRO CAPITAL SECURITIES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1959 Calle Loiza Suite 203, San Juan, PR 00911
Mailing Address
1959 Calle Loiza Suite 203, San Juan, PR 00911
Firm Size
Small
Phone Number
(914) 361-9343
Established
Puerto Rico since 03/29/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
NUEDA VIDA VENTURES LLCPARENT COMPANY
BEATON, DANIEL STEWARTFINOP, POO, PFO4240769
LAMARI, ANDREA MARIECHIEF EXECUTIVE OFFICER6359352
SQUIRE, STEPHEN MALCOLMCHIEF COMPLIANCE OFFICER1596703
TRINH, MICHAELPRESIDENT7014640

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at CUATRO CAPITAL SECURITIES LLC

SS

Stephen Malcolm Squire

Stephen Michael Krage, Stephen Malcolm Squire
RR
CRD#: 1596703
Location:
San Juan, PR 00911
Company:
CUATRO CAPITAL SECURITIES LLC
Disclosures:
Experience:
27 years
View Profile
KK

Karina Kanakina

Karyna Kanakina, Karyna Zavyazkina
RR
CRD#: 6465815
Location:
San Juan, PR 00911
Company:
CUATRO CAPITAL SECURITIES LLC
Disclosures:
Experience:
10 years
View Profile
AL

Andrea Marie Lamari

Andrea Marie Walne, Andrea Walne
RR
CRD#: 6359352
Location:
San Juan, PR 00911
Company:
CUATRO CAPITAL SECURITIES LLC
Disclosures:
Experience:
7 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics