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Trust Officer · Oriental Trust

Roberto A. Romanelli Arias

CRD 7827997 · Named on Form ADV at one SEC-registered adviser

At a glance

Oriental Trust, an SEC-registered asset manager based in SAN Juan, PR with $323 million in regulatory assets, lists Roberto A. Romanelli Arias on its Form ADV as Trust Officer, a control person.

Firms and roles

  • Oriental TrustTrust OfficerAsset manager · SAN Juan, PR · $323M in regulatory assets

AtlasMembers

Roberto’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Roberto on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roberto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.