linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Salvador Jose Gomez-carbia

X-Square Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Salvador? Claim Your Profile

About Salvador Jose Gomez-carbia

Salvador Gomez-carbia is a financial advisor based in Guaynabo, Puerto Rico. Salvador has been in the financial services industry since 1996 and currently works for X-Square Capital. Salvador's primary registration is with the state of Puerto Rico. Salvador has the Series 66, Series 7, and SIE exams. Salvador offers investment advisory services to a wide range of clients including individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Salvador Gomez-carbia 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

check

other

Ad hoc expert consulting fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Salvador Gomez-carbia’s Registration & Firm History

PR

04/15/2016 - Present

X-Square Capital (GUAYNABO PR)

CO

07/31/2019 - 11/21/2019

ALPS DISTRIBUTORS, INC. (DENVER CO)

PR

11/28/2005 - 02/17/2016

SANTANDER SECURITIES LLC (San Juan PR)

PR

04/24/2003 - 01/24/2006

R-G INVESTMENTS CORPORATION (SAN JUAN PR)

PR

04/09/1999 - 04/28/2003

POPULAR SECURITIES, INC. (SAN JUAN PR)

PR

03/19/1999 - 04/08/1999

PAINEWEBBER INCORPORATED OF PUERTO RICO (HATO REY PR)

NJ

03/01/1999 - 04/08/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

PR

05/21/1997 - 03/16/1999

POPULAR SECURITIES, INC. (SAN JUAN PR)

OR

02/07/1996 - 05/21/1997

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

Not sure if Salvador Jose Gomez-carbia is right for you?

Licenses & Designations

BOTH

Issued 12/15/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 20 public disclosures for Salvador Jose Gomez-carbia. Review regulatory record here.
Not sure if Salvador Jose Gomez-carbia is right for you?