EG
Edmundo J. Garza
CONSULTIVA WEALTH MANAGEMENT,
San Juan, PR 00918
Some features on this profile are disabled
CRD#: 2159416
EG
Professional summary
Edmundo Javier Garza, who also goes by Edmund Javier Garza, Edmundo J Garza, Edmundo Javier Garzaponcedeleon, is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in San Juan, and SAVILE CAPITAL MARKETS LLC located in San Juan, .
Edmundo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Edmundo has worked at 6 firms and has passed the Series 63, Series 65, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 24, Series 53 and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edmund Javier Garza | Edmundo J Garza | Edmundo Javier Garzaponcedeleon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CONSULTIVA WEALTH MANAGEMENT CORP/ IAR / INVESTMENT RELATED / SAN JUAN, PR/ ADVISORY FIRM/ 10-2000, 80HR MONTH SAVILE CAPITAL MARKETS / REGISTERED REP/ INVESTMENT RELATED / SAN JUAN, PR/ INTRODUCING BD/ 02-2025, 80HR MONTH CONSULTIVA INSURANCE / AGENT / INVESTMENT RELATED / SAN JUAN, PR / INSURANCE COMPANY / 2-2023 / APPROX 10 HRS MONTH INTERAMERICAN UNIVERSITY OF PR / PROFESSOR/ NOT INVESTMENT RELATED / SAN JUAN, PR / UNIVERSITY / 07-1988 / 16HRS MONTH VAQUERIA TRES MONJITAS / ECONOMICS CONSULTANT/ NOT INVESTMENT RELATED / ADVISES ECONOMIC MATTERS / SAN JUAN PR / 3HR MONTH CSR, INC / OWNER / NOT INVESTMENT RELATED / NONPROFIT BOOK PUBLISHING / SAN JUAN PR / 06-2017 / 4 HRS MONTH ACADEMIA MARIA REINA / BOARD MEMBER / NONPROFIT SCHOOL / NOT INVESTMENT RELATED / FINANCE & AUDIT COMMITTEE MEMBER / SAN JUAN PR / 08-2013 / 12HRS YR INICIATIVA COMUNITARIA / BOARD MEMBER / NOT INVESTMENT RELATED / NONPROFIT COMMUNITY SERVICE / ATTEND MEETINGS / SAN JUAN, PR / 05-2018 / 2 HRS MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Edmundo Javier Garza's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 28, 2014 - Present
CONSULTIVA WEALTH MANAGEMENT, CORP.
Office #1: American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918RIA
CRD#: 111846
San Juan, PR
Current
February 18, 2025 - Present
SAVILE CAPITAL MARKETS LLC
Office #1: 250 Munoz Rivera Ave Suite 1420, San Juan, PR 00918BD
CRD#: 316748
San Juan, PR
Past
July 29, 2016 - February 20, 2025
HUNTLEIGH SECURITIES CORPORATION
BD
CRD#: 7456
San Juan, PR
Past
February 18, 2005 - February 19, 2014
CONSULTIVA WEALTH MANAGEMENT, CORP.
RIA
CRD#: 111846
SAN JUAN, PR
Past
May 2, 2001 - July 27, 2016
FAIRBRIDGE CAPITAL MARKETS
BD
CRD#: 103818
GUAYNABO, PR
Past
September 12, 1991 - September 29, 1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
Past
September 12, 1991 - September 29, 1992
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.
CRD#: 111846 / SEC#: 801-57175
RIA
Registered Investment Advisory firm - (2/8/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Puerto Rico(2/28/2014)
RR
Puerto Rico(3/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 7/11/2001
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.
CRD#: 111846 / SEC#: 801-57175
RIA
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Contact information
Main Address
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918
Mailing Address
Phone number
(787) 763-5868
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 429,665,565 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
