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IC

Ignacio M. Canto

X-SQUARE CAPITAL
Guaynabo, PR 00968
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CRD#: 4689916
IC

Professional summary


Ignacio Manuel Canto is a registered financial advisor currently at X-SQUARE CAPITAL located in Guaynabo, .

Ignacio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ignacio has worked at 2 firms and has passed the Series 65, Series 66, Series 3 and Series 7 exams.

top-8-questions

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.
NAME OF ORGANIZATION: X-SQUARE ALTERNATIVE DIVIDEND ALPHA FUND, SAN JUAN, PUERTO RICO; NATURE OF BUSINESS: INVESTMENT COMPANY; POSITION: DIRECTOR;NATURE OF FINANCIAL INTEREST: LOCAL INVESTMENT COMPANY MANAGED BY X-SQUARE CAPITAL AS INVESTMENT ADVISER; ANTICIPATED COMPENSATION: NON AS DIRECTOR OF THE INVESTMENT COMPANY BUT WILL RECEIVE COMPENSATION AS INVESTMENT ADVISER THROUGH X-SQUARE CAPITAL

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ignacio Manuel Canto'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

April 8, 2013 - Present

X-SQUARE CAPITAL

Office #1: Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803, Guaynabo, PR 00968
RIA
CRD#: 167237
Guaynabo, PR
Past

October 29, 2009 - August 24, 2010

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
GUAYNABO, PR
Past

August 15, 2005 - August 24, 2010

SANTANDER SECURITIES LLC

BD
CRD#: 41791
GUAYNABO, 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".
XC
X-SQUARE CAPITAL
X-SQUARE CAPITAL | X-SQUARE CAPITAL, LLC | X-SQUARE CAPITAL, INC.

CRD#: 167237 / SEC#: 801-88171

RIA
Registered Investment Advisory firm - (4/6/2015 Approved)
Puerto Rico
Registered Investment Advisory firm - (4/10/2015 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Puerto Rico
(4/8/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/16/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/9/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


XC
X-SQUARE CAPITAL
X-SQUARE CAPITAL | X-SQUARE CAPITAL, LLC | X-SQUARE CAPITAL, INC.

CRD#: 167237 / SEC#: 801-88171

RIA
Registered Investment Advisory firm - (4/6/2015 Approved)
Puerto Rico
Registered Investment Advisory firm - (4/10/2015 Terminated)
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Contact information


Main Address
Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803, Guaynabo, PR 00968
Mailing Address
Phone number
(787) 282-1621
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03 - X-SQUARE CAPITAL - FORM ADV PART 2A VFINAL (3/31/2025)

Regulatory assets under management


Total Number of Accounts263
AUM (Assets Under Management)$ 616,864,678

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.

Company Information


X-SQUARE CAPITAL

CRD#: 167237Guaynabo, PR 00968

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