Jorge Onrubia Moreno

SYGNUS CAPITAL PR LLC

Guaynabo, PR 00968

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CRD#: 7748890

Professional summary

Jorge Onrubia Moreno is a registered financial advisor currently at SYGNUS CAPITAL PR LLC located in Guaynabo, and SYGNUS WEALTH PR LLC located in Guaynabo, .

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jorge has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Onrubia Moreno'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

May 30, 2023 - Present

SYGNUS CAPITAL PR LLC

Office #1: Metro Office Park, Valencia Building 17, Street 2, Suite 640, Guaynabo, PR 00968

RIA

CRD#: 283447

Guaynabo, PR

Current

April 4, 2024 - Present

SYGNUS WEALTH PR LLC

Office #1: Metro Office Park 17, Street 2, Suite 640, Guaynabo, PR 00968

RIA

CRD#: 325576

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".

SYGNUS CAPITAL PR LLC

AIF CAPITAL MANAGEMENT, LLC | SYGNUS CAPITAL PR LLC

CRD#: 283447 / SEC#: 801-130789

RIA

Registered Investment Advisory firm - (7/31/2024 Approved)

Puerto Rico

Registered Investment Advisory firm - (8/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/30/2023)

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: 5/9/2023

Uniform Investment Adviser Law Examination

Current Firm

SYGNUS CAPITAL PR LLC

AIF CAPITAL MANAGEMENT, LLC | SYGNUS CAPITAL PR LLC

CRD#: 283447 / SEC#: 801-130789

RIA

Registered Investment Advisory firm - (7/31/2024 Approved)

Puerto Rico

Registered Investment Advisory firm - (8/6/2024 Terminated)

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Contact information

Main Address

Metro Office Park, Valencia Building 17, Street 2, Suite 640, Guaynabo, PR 00968

Mailing Address

Phone number

(787) 706-9292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SYGNUS CAPITAL PR PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 134,593,163

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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Jorge Onrubia Moreno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Onrubia Moreno's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYGNUS CAPITAL PR LLC

SYGNUS WEALTH PR LLC

Primary Firm SEC Registration

SYGNUS CAPITAL PR LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2023

Current Firm

SYGNUS CAPITAL PR LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYGNUS CAPITAL PR LLC

TRUST BUT VERIFY

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