Goel Velazquez Rosa has been an investment adviser representative at Vauban Wealth Management since November 2019, and is not listed among the firm’s executive officers or direct owners.
Vauban Wealth Management is a Guaynabo, PR firm with $181M under management, 59 clients and 1 adviser in one office, as of its March 2026 filing.
- Vauban Wealth ManagementCurrent– present · 6 yearsGuaynabo, PR · Adviser representative · Firm CRD 305222
Investment adviser representative registrations
Goel Velazquez Rosa is registered as an investment adviser representative in Puerto Rico, since November 2019.
- Puerto RicoSince 15 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Goel Andres Velazquez Rosa
- CRD
- 7189134
- Firm
- Vauban Wealth Management · CRD 305222
- Office
- LOT K-2 MARGINAL STREET SUITE 201, OASIS GARDENS DEVELOPMENT, Guaynabo, PR 00969
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Goel Velazquez Rosa work?
Goel Velazquez Rosa is an investment adviser representative registered through Vauban Wealth Management since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Goel Velazquez Rosa a financial advisor?
Yes. Goel Velazquez Rosa has a current investment-adviser registration in Puerto Rico, through Vauban Wealth Management since November 2019.
How many years of experience does Goel Velazquez Rosa have?
Goel Velazquez Rosa has 6 years in the financial industry, since November 2019, across 1 adviser firm.
What exams has Goel Velazquez Rosa passed?
Goel Velazquez Rosa passed the Series 65 in November 2019.
Where is Goel Velazquez Rosa based?
Goel Velazquez Rosa’s registered office is in Guaynabo, PR.
Is Goel Velazquez Rosa registered with FINRA?
No. Goel Velazquez Rosa has no current broker registration.
How can I verify Goel Velazquez Rosa’s record?
Search CRD 7189134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Goel Velazquez Rosa’s full registration record.