Financial ADVSR advisor directory · SEC adviser records
X-Square Capital financial advisors
Every SEC-registered investment adviser representative at X-Square Capital, by the state and city of the office they work from.
The short answer
7 registered advisors work at X-Square Capital, in 0 states and 1 city. 0 list the CFP designation and 3 are also registered broker representatives.
Search every X-Square Capital advisor by name →Who joined and left X-Square Capital →X-Square Capital: assets, clients and custodians →
Questions
How many financial advisors does X-Square Capital have?
7 investment adviser representatives are registered with X-Square Capital, according to the SEC's Investment Adviser Public Disclosure records, in 0 states and 1 cities. 0 list the CFP designation and 3 are also registered as broker representatives.
How do I find a X-Square Capital financial advisor near me?
Pick your state below, then your city, to see every X-Square Capital advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at X-Square Capital offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →