Alejandro J. San Antonio-cuebas

MAINSTREET ADVISORS

San Juan, PR 00924

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CRD#: 5893432

Professional summary

Alejandro J. San Antonio-cuebas, who also goes by Alejandro J. San Antonio, is a registered financial advisor currently at MAINSTREET ADVISORS, LLC located in San Juan, .

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alejandro has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alejandro J. San Antonio

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.

INSURANCE SALES - AGENT - START DATE: 07/16/2015 - LOCATED AT DE DIEGO STREET #488 SECOND FLOOR SAN JUAN, PR 00924 TAX PLANNING - 07/16/2015 - LOCATED AT DE DIEGO STREET #488 SECOND FLOOR SAN JUAN, PR 00924

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro J. San Antonio-cuebas'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®

None

Experience

Current

November 18, 2020 - Present

MAINSTREET ADVISORS, LLC

Office #1: De Diego Street #488 Second Floor, San Juan, PR 00924

RIA

CRD#: 310795

San Juan, PR

Past

February 1, 2018 - January 25, 2019

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

GUAYNABO, PR

Past

August 16, 2016 - January 23, 2019

HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

GUAYNABO, PR

Past

June 16, 2016 - August 1, 2016

MAINSTREET ADVISORS, LLC

RIA

CRD#: 282130

SAN JUAN, PR

Past

September 4, 2015 - January 11, 2016

USADVISORS WEALTH MANAGEMENT, LLC

RIA

CRD#: 158108

SAN JUAN, PR

Past

July 20, 2015 - January 7, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

san juan, PR

Past

February 28, 2014 - July 15, 2015

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

GUAYNABO, PR

Past

December 10, 2013 - July 16, 2015

FAIRBRIDGE CAPITAL MARKETS

CRD#: 103818

GUAYNABO, PR

Past

August 15, 2013 - February 25, 2014

CONSULTIVA WEALTH MANAGEMENT, CORP.

RIA

CRD#: 111846

GUAYNABO, PR

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
(11/18/2020)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2013

General Securities Representative Examination

Current Firm

MAINSTREET ADVISORS, LLC

CRD#: 310795 / SEC#:

Puerto Rico

Registered Investment Advisory firm - (11/4/2020 Approved)

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Contact information

Main Address

De Diego Street #488 Second Floor, San Juan, PR 00924

Mailing Address

Po Box 260020, San Juan, PR 00926

Phone number

(787) 923-7790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Alejandro J. San Antonio-cuebas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro J. San Antonio-cuebas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSTREET ADVISORS, LLC

CONSULTIVA WEALTH MANAGEMENT, CORP.

HUNTLEIGH SECURITIES CORPORATION

MAINSTREET ADVISORS, LLC

USADVISORS WEALTH MANAGEMENT, LLC

SECURITIES AMERICA, INC.

CONSULTIVA WEALTH MANAGEMENT, CORP.

FAIRBRIDGE CAPITAL MARKETS

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2013

Current Firm

MAINSTREET ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MAINSTREET ADVISORS, LLC

TRUST BUT VERIFY

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