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Nelson A. Barragan

INTUITIVO LLC
GUAYNABO, PR 00968
Some features on this profile are disabled
CRD#: 7093375
NB

Professional summary

Nelson Andres Barragan, who also goes by Nelson Andres Barragan, Nelson Barragan A, is a registered financial advisor currently at INTUITIVO LLC located in Guaynabo, .

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nelson has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nelson Andres Barragan | Nelson Barragan A

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.
Consultant at MG Consulting which involves income as a freelancer. The main activities here are governmental financial consultancy. These activities are not related to investment advisory industry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Andres Barragan'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

September 30, 2022 - Present

INTUITIVO LLC

Office #1: Metro Office Park 7 C. 1 Suite 204, Guaynabo, PR, 00968
RIA
CRD#: 322668
GUAYNABO, PR
Past

January 14, 2020 - December 31, 2020

SAN JUAN ASSET MANAGEMENT, INC.

RIA
CRD#: 138046
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
(9/30/2022)
IAR
Texas
(1/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2019
Uniform Investment Adviser Law Examination

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts74
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.

Company Information

INTUITIVO LLC

CRD#: 322668Guaynabo, PR 00968

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