Mariela Torres
Investment adviser representative at Oriental Financial Services LLC
22 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
22 years in the industry.
- Oriental Financial Services LLCApr 2022 to now
- Vauban Wealth ManagementOct 2019 to now
- Portfolio Resources Group, Inc.Aug 2018 to now
- Bnc International Advisors Inc.Sep 2017 to Jun 2019
- UBS Financial Services Inc.Aug 2004 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser 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
- 2735709
- Firm CRD
- 29753