Oriental Financial Services LLC

Overview

Oriental Financial Services LLC is a Broker Dealer and registered investment adviser based in San Juan, PR, registered since 1992. It reports $42M in assets under management across 468 accounts, with 28 employees. Its 27 registered representatives work across 4 branch offices in 1 state.

Reported AUM

$42M

Accounts

468

Average account

$896K

Employees

28

Registered reps

27

Branch offices

4

Registered since

1992

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• 12 more

Executive officers 3 of 6

• Alejandro Miguel Pascual Navarro President, Sales Manager, Chief Compliance Officer CRD 4637744
• Jose Rafael Fernandez Martinez Options Principal, Director CRD 1556546
• Mariela Torres Chief Compliance Officer CRD 2735709

3 more executive officers, with direct contact details

Registered reps 3 of 27

• Casto Miguel Colldelrio Registered Rep · Investment Adviser Rep CRD 2444524
• Hector L Colon Rivera Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4826616
• Carlos E Comas Rodon Registered Rep CRD 4730712

24 more registered reps, with emails, phones and branch locations

Location

Headquarters

254 Ave Munoz Rivera Fl 2
San Juan, PR 00918

County

San Juan

Metro area

San Juan-Bayamon-Caguas, PR

Branch offices

4 in 1 state, including Guaynabo, PR

Registrations

• SEC registered, limited liability company formed in Puerto Rico
• Registered in 11 jurisdictions
• Website: orientalbank.com

Every state, with registration dates

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