GM
Gabriel A. Medina
X-SQUARE CAPITAL
Guaynabo, PR 00968
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CRD#: 6541317
GM
Professional summary
Gabriel Antonio Medina is a registered financial advisor currently at X-SQUARE CAPITAL located in Guaynabo, .
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gabriel has worked at 1 firm and has passed the Series 65 exam.
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.
I serve as the Secretary of the X2 Alternative Dividend Alpha Fund, Inc, an investment company registered under the laws of Puerto Rico. I devote approximately 0.5 hours/month to this business during non-trading hours. I am an Investment Adviser Representative of X-Square Capital, the investment adviser that manages the X2 Alternative Dividend Alpha Fund, Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Antonio Medina'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®
NoneExperience
Current
September 4, 2015 - Present
X-SQUARE CAPITAL
Office #1: Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803, Guaynabo, PR 00968RIA
CRD#: 167237
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(9/4/2015)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 616,864,678 |
Red Flags
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Company Information
X-SQUARE CAPITAL
CRD#: 167237Guaynabo, PR 00968TRUST BUT VERIFY
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