EV

Edgardo J. Vicenty

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CRD#: 6218077
EV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edgardo Javier Vicenty, who also goes by Edgardo VIcenty, was a registered financial professional .

Edgardo is a previously registered financial professional and started their career in finance in 2023. Edgardo had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edgardo Vicenty

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 23, 2023 - February 4, 2026

INTUITIVO LLC

RIA
CRD#: 322668
San Juan, PR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


IL
INTUITIVO LLC
INTUITIVO CAPITAL | NELSON BARRAGÁN - INTUITIVO | INTUITIVO LLC | INTUITIVO INVESTMENT ADVISORS | INTUITIVO FINANCIAL ADVISORS

CRD#: 322668 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (9/30/2022 Approved)
Texas
Registered Investment Advisory firm - (1/28/2025 Conditional Restricted)
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Contact information


Main Address
Metro Office Park 7 C. 1 Suite 204, Guaynabo, PR, 00968
Mailing Address
Phone number
(787) 366-0255
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts74
AUM (Assets Under Management)$ 14,352,357

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTUITIVO LLC

CRD#: 322668

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