Advisor at Select Advisory Group Inc
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Firm
Select Advisory Group Inc
Location
San Juan, PR 00920
Credentials
Series 65
Industry experience
16 years
Luis Aponte is a financial advisor at Select Advisory Group Inc with 16 years of industry experience. He holds a Series 65 designation and has worked at Arkadios Wealth Advisors and Harbor Light Investment Advisors, among others. Outside of advisory work, he owns a management consulting firm and operates a gasoline service station. Select Advisory Group provides personalized investment advisory and portfolio management services primarily to high-net-worth individuals and non-retail entities. The firm combines equity and fixed-income holdings using both passive and active strategies, applying fundamental and technical analysis, and emphasizes a duration-focused approach to bonds.
Performance fee based on a percentage of realized and unrealized profits; performance fee is negotiable according to client’s investment profile, strategy, and risk; $1,000,000 household minimum applies.
Account minimum: $1,000,000
322 De Diego Ave., Suite 202
San Juan, PR 00920
Florida · Puerto Rico
Arkadios Wealth Advisors
2021 - Present (5 years)
Select Advisory Group Inc
2018 - Present (8 years)
Harbor Light Investment Advisors, LLC
2017 - 2019 (2 years)
SELF EMPLOYED
2001 - Present (25 years)
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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