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Casto Miguel Colldelrio

Investment adviser representative at Oriental Financial Services LLC
24 yearsExperience
1 stateRegistered in
$419.6MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Experience

24 years in the industry.

  1. Oriental Financial Services LLCJun 2022 to now
  2. UBS Financial Services Inc.Jan 2002 to Apr 2022

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (PR).

Oriental Financial Services LLC

$419.6MAssets managed
468Clients
12Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2444524
Firm CRD
29753
Advisor's SEC record (opens in a new tab)
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