Adrian Brown saenz
Investment adviser representative at Popular Asset Management
10 yearsExperience
1 stateRegistered in
$3.7BFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Popular Asset ManagementDec 2023 to now
- Banco PopularJul 2018 to Dec 2023
- Pacific Capital CorporationSep 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PR).
Popular Asset Management
Legal name: Popular Asset Management LLC
$3.7BAssets managed
5Clients
12Advisers
5 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
- 7956273
- Firm CRD
- 313653