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Trust Compliance Analyst · Oriental Trust

Rosana M. Pacheco Fernandez

CRD 2304829 · 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 Rosana M. Pacheco Fernandez on its Form ADV as Trust Compliance Analyst.

Firms and roles

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

AtlasMembers

Rosana’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.

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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 Rosana 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 Rosana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.