Carlos Machuca is a registered investment advisor, based in San Juan, PR, with 22 years of industry experience.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos is licensed with outside insurance carriers for casualty and property insurance as a broker, and is also an insurance agent with Consultiva in Puerto Rico and Florida. He is also a registered representative with Huntleigh Securities; all of these activities are part-time.
Employment History
Current Registrations
Savile Capital Markets LLCBroker
Consultiva Wealth Management, CORP.
Previous Registrations
Huntleigh Securities CorporationBroker
Consultiva Internacional, INC.
Fairbridge Capital MarketsBroker
MML Investors Services, 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.