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Gabriel Antonio Medina

X-SQUARE CAPITAL, LLC·GUAYNABO, Puerto Rico
Series 65Clean record10 years registeredX-SQUARE CAPITAL, LLC
CENTRO INTERNACIONAL DE MERCADEO II, GUAYNABO, PR 00968CRD# 6541317Firm CRD# 167237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Antonio Medina · GUAYNABO, PR
Registration
CRD #6541317 · X-SQUARE CAPITAL, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

X-SQUARE CAPITAL
Sep 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 4, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
X-SQUARE CAPITAL, LLC
CRD 167237 · SEC 801-88171
AUM
$424M
Regulatory assets under management
Employees
7
220 client accounts
Services offered by X-SQUARE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at X-SQUARE CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Gabriel Antonio Medina offer?
Gabriel Antonio Medina specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Gabriel Antonio Medina's credentials?
Gabriel Antonio Medina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Antonio Medina located?
Gabriel Antonio Medina 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 Gabriel Antonio Medina charge for services?
Gabriel Antonio Medina'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

Ignacio Manuel Canto
GUAYNABO, PR
Jose Gualberto Nater
HATO REY, PR
Roberto Jesus Prohias Fernandez
HATO REY, PR
Manuel Antonio Moreda
HATO REY, PR
Ruben Antonio Tapia Vargas
HATO REY, PR
Cristina Marie Perez Franceschini
GUAYNABO, PR

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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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