Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
7 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Ignacio M. CantoGuaynabo, PR | X-Square Capital | Adviser only | – | Atlas | 2009 |
| 2Lee D. Cardona RodriguezGuaynabo, PR | X-Square Capital | Adviser and broker | – | Atlas | 2011 |
| 3Salvador J. Gomez-CarbiaGuaynabo, PR | X-Square Capital | Adviser only | – | Atlas | 2010 |
| 4Cristina M. Perez-FranceschiniGuaynabo, PR | X-Square Capital | Adviser and broker | – | Atlas | 2022 |
| 5Paulette M. Prats CruzGuaynabo, PR | X-Square Capital | Adviser only | – | Atlas | 2024 |
| 6Victor J. Rodriguez CerdaGuaynabo, PR | X-Square Capital | Adviser only | – | Atlas | 2024 |
| 7James A. Rodriguez ColomGuaynabo, PR | X-Square Capital | Adviser and broker | – | Atlas | 2016 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.