Popular Securities, LLC

Overview

Popular Securities, LLC is a Broker Dealer and registered investment adviser based in San Juan, PR, registered since 1979. It reports $2.6B in assets under management across 2,767 accounts, with 91 employees. Its 102 registered representatives work across 8 branch offices in 2 states.

Reported AUM

$2.6B

Discretionary

82%

Accounts

2,767

Average account

$947K

Employees

91

Registered reps

102

Branch offices

8

Registered since

1979

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

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

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• 15 more

Executive officers 3 of 10

• Jaime Antonio Toro Lavergne Branch Manager, President, Elected Manager CRD 5984147
• Beatriz L Diaz del Llano Principal Financial Officer CRD 4576581
• Jose Joaquin Torres Ramos Principal Operations Officer CRD 1684523

7 more executive officers, with direct contact details

Registered reps 3 of 102

• Marla Marie Acosta-Ashby Registered Rep CRD 3256258
• Edman Alicea Rodriguez Registered Rep · Investment Adviser Rep CRD 2247329
• Jomaries Amezaga Pagan Registered Rep CRD 5422667

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

Location

Headquarters

208 Ave Ponce de Leon Ste 1200
San Juan, PR 00918

County

San Juan

Metro area

San Juan-Bayamon-Caguas, PR

Branch offices

8 in 2 states, including Manati, PR, Mayaguez, PR and Ponce, PR

Registrations

• SEC registered, limited liability company formed in Puerto Rico
• Registered in 37 jurisdictions
• Website: popularone.com

Every state, with registration dates

Similar firms near San Juan

• Catalyst Capital Advisors LLCSan Juan, PR$10.3B AUM
• Applied Finance Capital Management, LLCSan Juan, PR$4.4B AUM
• Popular Asset ManagementSan Juan, PR$3.7B AUM
• Rational Advisors, Inc.San Juan, PR$2.6B AUM
• Long Focus Capital Management LLCSan Juan, PR$2.4B AUM