Unclaimed Profile

Ruben Antonio Tapia Vargas

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

SIE, Series 6, Series 7TO, Series 24, Series 65Clean record7 years registeredX-SQUARE CAPITAL, LLC

POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 5407600Firm CRD# 167237

Profile Verification

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

Identity

Ruben Antonio Tapia Vargas · HATO REY, PR

Registration

CRD #5407600 · X-SQUARE CAPITAL, LLC · 7 years registered

Brand Profile

Not yet started

Career History

TACTICA LLC

Jun 2025 – present

MML INVESTORS SERVICES, LLC

Sep 2022 – Feb 2025

SAN JUAN, PR

X-SQUARE CAPITAL

Oct 2018 – May 2022

HATO REY, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 65

Registration record

First registered · October 1, 2018

Years registered · 7

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 Ruben Antonio Tapia Vargas offer?

Ruben Antonio Tapia Vargas specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.

What are Ruben Antonio Tapia Vargas's credentials?

Ruben Antonio Tapia Vargas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ruben Antonio Tapia Vargas located?

Ruben Antonio Tapia Vargas is based in HATO REY, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.

How does Ruben Antonio Tapia Vargas charge for services?

Ruben Antonio Tapia Vargas'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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