Carlos E. Machuca

CONSULTIVA WEALTH MANAGEMENT,

San Juan, PR 00918

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CRD#: 4596144

Professional summary

Carlos E. Machuca is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in San Juan, and SAVILE CAPITAL MARKETS LLC located in San Juan, .

Carlos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Carlos has worked at 5 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

RR at Savile Capital Markets (SCM), a registered broker-dealer since 06/2025 / Authorized Person of Consultiva Insurance since 03/2023 / IAR at Consultiva Wealth Management since 01/2007 Address 250 Munoz Rivera All entities are wholly owned subsidiaries of Savile Capital Group LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos E. Machuca's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 28, 2014 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

RIA

CRD#: 111846

San Juan, PR

Current

July 1, 2025 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 250 Munoz Rivera Ave Suite 1420, San Juan, PR 00918

CRD#: 316748

San Juan, PR

Past

August 1, 2016 - July 2, 2025

HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

San Juan, PR

Past

February 23, 2007 - February 25, 2014

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

GUAYNABO, PR

Past

February 9, 2007 - July 27, 2016

FAIRBRIDGE CAPITAL MARKETS

CRD#: 103818

GUAYNABO, PR

Past

April 21, 2003 - February 5, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

HATO REY, PR

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".

CONSULTIVA WEALTH MANAGEMENT, CORP.

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.

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)

Puerto Rico
(7/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

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.

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Firm Stability Insights

Carlos E. Machuca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos E. Machuca's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVILE CAPITAL MARKETS LLC

HUNTLEIGH SECURITIES CORPORATION

CONSULTIVA WEALTH MANAGEMENT, CORP.

FAIRBRIDGE CAPITAL MARKETS

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2002

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

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