Zaida Milagros Montalvo Diaz
Investment Adviser Representative at Popular Securities, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zaida Milagros Montalvo Diaz is an investment adviser representative with Popular Securities, LLC in Santurce, PR, where they have been registered since 2019. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Popular Securities, Inc. and Marketing ONE Securities, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Maryland, Puerto Rico, and Virginia.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Maryland, Puerto Rico, Virginia
- Broker:
17 states and territories
Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Texas, Virgin Islands, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Banco Popular DE Puerto RICOMay 2007 – Jul 2019San Juan, PR
- Popular Securities, LLCJul 2019 – no end date reportedSan Juan, PR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Popular Securities, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $50,000 (waivable)
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
Deposit accounts, debit cards, mobile and online banking (Mi Banco Mobile), ATM services, direct deposit, savings programs, credit cards, commercial banking, cash management, remote deposit, trust services, portfolio management, fraud prevention tools, and customer service via TeleBanco Popular and online chat.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Hato Rey, PR
- SEC file number:
- 801-57928
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Popular Securities, LLC
Showing 12 of 57 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zaida Milagros Montalvo Diaz 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.
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