Unclaimed Profile

Gabriel Antonio Medina

X-SQUARE CAPITAL, LLC·GUAYNABO, Puerto Rico

Clean recordX-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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gabriel Antonio Medina 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

X-SQUARE CAPITAL, LLC

X-SQUARE CAPITAL

AUM

$424M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Other: AD HOC EXPERT CONSULTING FEES

Regulatory

SEC/IARD CRD# 6541317

Firm CRD# 167237

View on FINRA BrokerCheck →

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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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