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Joseph Gladue

Equalize Capital LLC

San Juan, PR

CRD 2444732

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Employer firm

Equalize Capital LLC CRD 300640

$39.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

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

Current Employers
Equalize Capital Llc

Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-01-15
  • PR RA
    APPROVED
    Since 2025-01-15

Branch Locations

Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcg Securities Wayne PA 06/2015 12/2018
J Alden Associates Jenkintown PA 01/2019 Present
Bluestone Capital Partners Llc San Juan PR 01/2019 Present
  • 06/2015 → 12/2018
    Mcg Securities
    Wayne, PA
  • 01/2019 → Present
    J Alden Associates
    Jenkintown, PA
  • 01/2019 → Present
    Bluestone Capital Partners Llc
    San Juan, PR
Previous Registrations
Other Businesses

PROVIDES STATISTICAL INFORMATION TO THE NEW JERSEY BANKERS ASSOCIATION ON A QUARTERLY BASIS. 10-15 HOURS PER QUARTER.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-12-16
  • S63 Uniform Securities Agent State Law Examination
    2003-12-16
Designations
  • Chartered Financial Analyst
Other Names
  • Joseph Glaude

View on SEC IAPD

Nearby Firms

KOVACK ADVISORS, INC.
CEFI CAPITAL, LLC
OWLCREST PARTNERS LLC

Nearby Investors

CARLOS JUAN MIRANDA
RAFAEL R QUINTERO
Osvaldo Cruz Cintron

Nearby Offices

KOVACK ADVISORS, INC. · San Juan, PR
CEFI CAPITAL, LLC · SAN JUAN, PR
OWLCREST PARTNERS LLC · SAN JUAN, PR

More in San Juan, PR

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