Edgardo J. Vicenty

INTUITIVO LLC

San Juan, PR

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CRD#: 6218077

Professional summary

Edgardo Javier Vicenty, who also goes by Edgardo VIcenty, is a registered financial advisor currently at INTUITIVO LLC located in San Juan, .

Edgardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Edgardo has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

PING PRO NOT INVESTMENT RELATED 30 JUAN C. BORBON STREET APT. 323 GUAYNABO, PR 00969 MOBILE APP THAT SERVES AS DISCOVERY AND COMMUNICATION PLATFORM BETWEEN CONSUMERS AND PROVIDERS PARTNER SEPTEMBER 2013 10-15 HOURS P/ MONTH (0 DURING TRADING HOURS) DEVELOP BUSINESS STRATEGY AND APPROVE APP DESIGN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgardo Javier Vicenty'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

April 23, 2023 - Present

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.

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
(4/23/2023)

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 65

Date: 9/2/2022

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 14,352,357

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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Edgardo J. Vicenty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgardo Javier Vicenty's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTUITIVO LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2022

Current Firm

INTUITIVO LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTUITIVO LLC

TRUST BUT VERIFY

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