UMBERTO PEREZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with CASTLEVIEW PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CASTLEVIEW PARTNERS, LLC | 2025-10-31 | present | Yes |
| GLOBAL WEALTH ADVISORS | 2009-03-30 | 2010-12-31 | — |
| FORTITUDE ADVISORY GROUP L.L.C. | 2006-01-25 | 2016-04-15 | — |
| PARK AVENUE SECURITIES LLC | 2004-07-29 | 2006-01-31 | — |
| MML INVESTORS SERVICES, LLC | 2003-02-13 | 2003-09-03 | — |