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Myrna Milagros Rivera

Investment Adviser Representative at Consultiva Wealth Management, Corp.

San Juan, PRCRD #734396Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Myrna Milagros Rivera is an investment adviser representative with Consultiva Wealth Management, Corp. in San Juan, PR, where they have been registered since 2014. They have worked in the securities industry since 1981 and were previously registered with Consultiva Internacional, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Puerto Rico.

Office

American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420
San Juan, PR 00918

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Puerto Rico

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/23/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 9/9/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/18/1981
Series 24
General Securities Principal Examination
Passed 4/26/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Consultiva Wealth Management, Corp.Current
2/28/2014 – San Juan, PR
Consultiva Internacional, Inc.
3/28/2001 – 2/25/2014San Juan, PR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Consultiva Wealth Management Corp
    Oct 1999 – no end date reportedGuaynabo, PR
  2. Huntleigh Securities Corporations
    Jul 2016 – no end date reportedSt. Louis, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Consultiva Wealth Management, Corp.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Independent investment advisory services including plans for individuals and families, companies and institutions, endowment funds and foundations, credit unions, and retirement plans.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryWealth ManagementESG InvestingRetirement PlansEndowments And FoundationsCredit UnionsInstitutional InvestingPuerto Rico

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
2
Main office:
San Juan, PR
SEC file number:
801-57175

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 14, 2026

View full firm profile

Other advisors at Consultiva Wealth Management, Corp.

9 other advisors in the directory

View Consultiva Wealth Management, Corp. firm profile

Similar advisors in San Juan, PR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Myrna Milagros Rivera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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