# Popular Securities

Popular Securities is a Bank / Wealth / Trust based in Hato Rey, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hato Rey, United States
- **Region:** North America
- **Address:** San Juan, Puerto Rico, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** popularsecurities.com
- **LinkedIn:** linkedin.com/company/popular-securities-llc

## Regulatory record

- **CRD number:** 8096
- **SEC file number:** 801-57928
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/8096

## About

Popular Securities is an SEC-registered investment adviser in HATO REY, PR, since 2000. The firm manages $2.6 billion in assets, with $2.1 billion on a discretionary basis. It has 91 employees and 45 investment advisers.

## Questions

### Does Popular Securities offer proprietary investment products?

Yes. As part of a bank-owned financial ecosystem, Popular Securities distributes proprietary mutual funds and separately managed account strategies alongside third-party offerings. The exact suite evolves with market conditions, but the firm's product shelf is built to retain assets within the Popular, Inc. umbrella while meeting FINRA suitability standards for retail clients. Historically, tax-advantaged Puerto Rico municipal bond funds have been a core proprietary offering given the local market structure.

### How does Popular Securities source its clients?

Client acquisition relies almost entirely on the Banco Popular branch platform. With Puerto Rico's dominant deposit franchise, walk-in banking customers are systematically referred to Popular Securities financial advisors for investment needs — a bank-channel model common in US regional banks but operating at monopoly-scale on the island. The firm also serves diaspora clients on the US mainland, particularly where Banco Popular maintains retail branches in Hispanic communities.

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Last updated: 2026-06-03T20:00:00.000Z

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