Salvador Gomez-Carbia
Salvador Gomez-Carbia is a registered investment advisor at X-Square Capital, based in Guaynabo, PR, with 30 years of industry experience. Salvador operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X-Square Capital's annual fee for managing your investments is generally between 1% and 2%. The exact fee depends on the account's trading volume, size, and investment strategy. All fees and account minimums are non-negotiable.
Location
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (20)
Customer Dispute
August 2019Customer Dispute
June 2019Customer Dispute
May 2019Customer Dispute
December 2018Customer Dispute
November 2018Customer Dispute
August 2018Customer Dispute
June 2018Customer Dispute
June 2018Customer Dispute
May 2018Customer Dispute
November 2017Customer Dispute
June 2017Customer Dispute
November 2016Customer Dispute
August 2016Customer Dispute
May 2016Customer Dispute
October 2015Customer Dispute
September 2015Customer Dispute
August 2015Customer Dispute
December 2014Customer Dispute
January 2014Customer Dispute
March 2012Other Business Activities
Salvador is a Senior VP at X2 Capital, an investment advisory firm, since May 2019. He dedicates full-time hours to asset gathering and client services, with nearly full-time hours during trading hours.
Employment History
Current Registrations
X-Square Capital
Previous Registrations
Alps Distributors, INC.Broker
Santander Securities
Santander Securities LLCBroker
R-G Investments CorporationBroker
Popular Securities, INC.Broker
Painewebber Incorporated of Puerto RicoBroker
Painewebber IncorporatedBroker
Popular Securities, INC.Broker
Marketing One Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.