UP
Umberto Perez
CRD 4149270
Firms
| Firm | Role | As of |
|---|---|---|
| Castleview Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Castleview Partners, Llc
Principal · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗