Edmundo Garza is a registered investment advisor, based in San Juan, PR, with 25 years of industry experience.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2019Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Edmundo is an IAR with Consultiva Wealth Management and a registered representative with Savile Capital Markets, each taking about half of his time. He is also an insurance agent with Consultiva Insurance, spending a few hours per week, and holds various other positions including professor, economics consultant, owner of a nonprofit publishing company, and board member for multiple organizations.
Employment History
Current Registrations
Savile Capital Markets LLCBroker
Consultiva Wealth Management, CORP.
Previous Registrations
Huntleigh Securities CorporationBroker
Consultiva Internacional, INC.
Fairbridge Capital MarketsBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.