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Cristina Marie Perez Franceschini

X-SQUARE CAPITAL, LLC·GUAYNABO, Puerto Rico
Clean recordX-SQUARE CAPITAL, LLC
CENTRO INTERNACIONAL DE MERCADEO II, GUAYNABO, PR 00968CRD# 7562251Firm CRD# 167237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cristina Marie Perez Franceschini · GUAYNABO, PR
Registration
CRD #7562251 · X-SQUARE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cristina Marie Perez Franceschini is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with X-SQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
X-SQUARE CAPITAL, LLC
X-SQUARE CAPITAL
AUM
$424M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at X-SQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AD HOC EXPERT CONSULTING FEES
Regulatory
SEC/IARD CRD# 7562251
Firm CRD# 167237
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cristina Marie Perez Franceschini offer?
Cristina Marie Perez Franceschini specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Cristina Marie Perez Franceschini's credentials?
Cristina Marie Perez Franceschini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristina Marie Perez Franceschini located?
Cristina Marie Perez Franceschini is based in GUAYNABO, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Cristina Marie Perez Franceschini charge for services?
Cristina Marie Perez Franceschini's firm is compensated through percentage of aum, performance-based fees, other: ad hoc expert consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X-SQUARE CAPITAL, LLC?
X-SQUARE CAPITAL, LLC has approximately 7 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at X-SQUARE CAPITAL, LLC

Gabriel Antonio Medina
GUAYNABO, PR
Roberto Jesus Prohias Fernandez
HATO REY, PR
Ignacio Manuel Canto
GUAYNABO, PR
Jose Gualberto Nater
HATO REY, PR
Manuel Antonio Moreda
HATO REY, PR
Ruben Antonio Tapia Vargas
HATO REY, PR

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Research
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