Unclaimed Profile

Roberto Jesus Prohias Fernandez

X-SQUARE CAPITAL, LLC·HATO REY, Puerto Rico

Series 65Clean record10 years registeredX-SQUARE CAPITAL, LLC

POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 6519475Firm CRD# 167237

Profile Verification

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

Identity

Roberto Jesus Prohias Fernandez · HATO REY, PR

Registration

CRD #6519475 · X-SQUARE CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: X-SQUARE CAPITAL, LLC

X-SQUARE CAPITAL

Nov 2015 – Mar 2018

HATO REY, PR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 5, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Roberto Jesus Prohias Fernandez offer?

Roberto Jesus Prohias Fernandez specializes in Investment Management, Retirement Planning, Wealth Management.

What are Roberto Jesus Prohias Fernandez's credentials?

Roberto Jesus Prohias Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberto Jesus Prohias Fernandez located?

Roberto Jesus Prohias Fernandez is based in HATO REY, Puerto Rico, last registered with X-SQUARE CAPITAL, LLC.

How does Roberto Jesus Prohias Fernandez charge for services?

Roberto Jesus Prohias Fernandez'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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