Juan Xavier Sanchez

Employer firm

Activest Wealth Management, LLC CRD 156150

$1.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 08/2020
  Barclays Capital Inc.
  New York, NY
• 10/2014 → 03/2017
  Ferremundo S.A.
  Guayaquil
• 07/2017 → 06/2019
  Cornell University
  Ithaca, NY
• 04/2017 → 06/2017
  N/A
  Ithaca, NY
• 09/2020 → Present
  Activest Wealth Management, Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-28
• S63 Uniform Securities Agent State Law Examination
  2019-08-29

Other Names

• Juan X Sanchez