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Lee Daniel Cardona rodriguez

X-Square Capital

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About Lee Daniel Cardona rodriguez

Lee Daniel Cardona rodriguez is a registered investment advisor representative with X-Square Capital. Lee Daniel Cardona rodriguez has been in the industry since 2008. Lee Daniel Cardona rodriguez is also a partner at REICG LLC, a real estate firm. Lee Daniel Cardona rodriguez is a managing partner at LDCP LLC, another real estate firm. Prior to joining X-Square Capital, Lee Daniel Cardona rodriguez was a registered representative at POPULAR SECURITIES, LLC. Lee Daniel Cardona rodriguez is also a registered representative at RD CAPITAL GROUP, INC. and ORIENTAL FINANCIAL SERVICES CORP.

Firm Information

Lee Cardona rodriguez is currently registered with X-Square Capital. X-Square Capital is an investment adviser based in Guaynabo, PR. The firm manages a total of $423,636,050 in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles. They provide portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm is registered with the SEC and has a total of 7 investment advisor representatives.
X-Square Capital

CENTRO INTERNACIONAL DE MERCADEO II

GUAYNABO, PR 00968

$423.64M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Ad hoc expert consulting fees

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Lee Cardona rodriguez’s Registration & Firm History

PR

03/14/2019 - Present

X-Square Capital (GUAYNABO PR)

PR

08/16/2011 - 03/05/2019

POPULAR SECURITIES, LLC (SAN JUAN PR)

PR

05/05/2009 - 08/18/2011

RD CAPITAL GROUP, INC. (SAN JUAN PR)

PR

06/13/2008 - 03/09/2009

ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 02/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lee Daniel Cardona rodriguez. Review regulatory record here.
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