Advisors at this firm
Christopher M
Series 63, Series 65
San Juan, PR
ATON Financial LLC
Christopher Mcdowall is a financial advisor with ATON Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Santander Securities for 16 years before joining ATON Financial in 2016. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy that incorporates fundamental analysis and various financial instruments to manage risk and enhance performance.
Javier D
Series 63, Series 65
San Juan, PR
ATON Financial LLC
Javier De Zengotita is a financial advisor at ATON Financial LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. Outside of his advisory role, he is involved in managing several food-related businesses, including supervising operations at a fast food franchise and serving as treasurer for a Marco’s Pizza location. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy that incorporates fundamental analysis and a variety of instruments, offering custom portfolio management on both discretionary and non-discretionary bases.
Eduardo C
Series 66
San Juan, PR
ATON Financial LLC
Eduardo Cases Gallardo is a financial advisor at ATON Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Santander Securities. Outside of his advisory role, he is a Strategic Development Consultant for AGMUS Ventures, Inc., where he designs and restructures dual language educational programs. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy focused on risk reduction and performance improvement, offering both discretionary and non-discretionary portfolio management.
Carmen T
Series 63, Series 66
San Juan, PR
ATON Financial LLC
Carmen Trigo Suarez is a financial advisor with ATON Financial LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining ATON Financial in 2018, she worked at Santander Securities for 18 years. She serves as a director for CULTURARTE DE PR, a nonprofit cultural organization focused on classical music and opera. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy using fundamental analysis and a diverse set of instruments to manage risk and performance.
Nelson C
ChFC®, Series 65
San Juan, PR
ATON Financial LLC
Nelson Cintron Rodriguez is a financial advisor at ATON Financial LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. Nelson previously worked at MassMutual for ten years and serves as president of Risk Management Services LLC, where he supervises insurance proposals and client negotiations. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy aimed at risk reduction and performance improvement, managing approximately $469.1 million in regulatory assets as of early 2025.
Andres A
Series 63, Series 65
San Juan, PR
ATON Financial LLC
Andres Arsuaga De Los Reyes is a financial advisor at ATON Financial LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, LLC from 2010 to 2019. Outside of his advisory role, he is a member of a Colorado-based food and beverage LLC in San Juan, Puerto Rico. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy using fundamental analysis and a broad range of instruments, managing approximately $469.1 million in regulatory assets as of early 2025.
Marko R
Series 66
San Juan, PR
ATON Financial LLC
Marko Rendic is a financial advisor at ATON Financial LLC with 16 years of industry experience. He holds the Series 66 designation and has been with ATON Financial since 2014. Outside of his advisory role, Rendic is also a licensed realtor involved with Trimar Investments. ATON Financial LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, private funds, and business entities. The firm employs a tactical allocation strategy using fundamental analysis and a broad range of instruments to manage risk and improve performance.