Unclaimed Profile

Edmundo Javier Garza

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico

SIE, Series 3, Series 7, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 99TO21 years registeredCONSULTIVA WEALTH MANAGEMENT, CORP.

AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 2159416Firm CRD# 111846

Profile Verification

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

Identity

Edmundo Javier Garza · SAN JUAN, PR

Registration

CRD #2159416 · CONSULTIVA WEALTH MANAGEMENT, CORP. · 21 years registered

Brand Profile

Not yet started

Career History

CONSULTIVA WEALTH MANAGEMENT, CORP.

Feb 2014 – present

CONSULTIVA INTERNACIONAL, INC.

Feb 2005 – Feb 2014

SAN JUAN, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · February 18, 2005

Years registered · 21

Disclosure History

2019Customer Dispute·Settled

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD 111846 · SEC 801-57175

AUM

$466M

Regulatory assets under management

Employees

143 client accounts

Services offered by CONSULTIVA WEALTH MANAGEMENT, CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONSULTIVA WEALTH MANAGEMENT, CORP. →

Introduction

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Frequently Asked Questions

What services does Edmundo Javier Garza offer?

Edmundo Javier Garza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Edmundo Javier Garza's credentials?

Edmundo Javier Garza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edmundo Javier Garza located?

Edmundo Javier Garza is based in SAN JUAN, Puerto Rico, working with CONSULTIVA WEALTH MANAGEMENT, CORP.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Edmundo Javier Garza charge for services?

Edmundo Javier Garza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSULTIVA WEALTH MANAGEMENT, CORP.?

CONSULTIVA WEALTH MANAGEMENT, CORP. has approximately 27 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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