Unclaimed Profile

Jose Gualberto Nater

X-SQUARE CAPITAL, INC.·HATO REY, Puerto Rico

Series 3, Series 7, Series 6512 years registeredX-SQUARE CAPITAL, INC.

POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 5603430Firm CRD# 167237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jose Gualberto Nater · HATO REY, PR

Registration

CRD #5603430 · X-SQUARE CAPITAL, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: X-SQUARE CAPITAL, INC.

X-SQUARE CAPITAL

Aug 2013 – Nov 2016

HATO REY, PR

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 65

Registration record

First registered · August 28, 2013

Years registered · 12

Disclosure History

2015Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

X-SQUARE CAPITAL, LLC

CRD 167237 · SEC 801-88171

AUM

$424M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Jose Gualberto Nater offer?

Jose Gualberto Nater specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jose Gualberto Nater's credentials?

Jose Gualberto Nater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Gualberto Nater located?

Jose Gualberto Nater is based in HATO REY, Puerto Rico, last registered with X-SQUARE CAPITAL, INC..

How does Jose Gualberto Nater charge for services?

Jose Gualberto Nater'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, INC.?

X-SQUARE CAPITAL, INC. 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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