Fernando Antonio Navarro Castillo

Employer firm

Finanxial Investment Advisors, Corp CRD 300350

$82.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 01/2001 → Present
  Nq Realty, Corp
  San Juan, PR
• 01/2001 → Present
  Finanxial, Corp
  San Juan, PR
• 02/1996 → Present
  Navarro Castillo & Assoc, Psc
  San Juan, PR
• 01/2000 → Present
  Finanxial Asset Management, Corp
  San Juan, PR
• 02/2005 → 06/2017
  Modernland Development, Corp
  San Juan, PR
• 05/2009 → Present
  Kovack Securities, Inc.
  Ft. Lauderdale, FL

Other Businesses

1) FINANXIAL INVESTMENT ADVISERS, CORP - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INVESTMENT RELATED; INVESTMENT ADVISOR, PRESIDENT, INVESTMENTS ALLOCATION, ASSET MANAGEMENT, FINANCIAL PLANNING SERVICES; 40% OF TIME SPENT 2) NAVARRO MORGADO & ASSOCIATES, PSC - 121 AVE DE DIEGO, SAN JUAN, PR 00927; CPA FIRM; NON INVESTMENT RELATED; PRESIDENT; AUDIT AND COMPILATION REVISIONS; 4% OF TIME SPENT 3) FINANXIAL CORP - AVE DE DIEGO #121, URB. SAN JUAN, P.R. 00927; CONSULTING, ACCOUNTING, TAXATION; NON- INVESTMENT RELATED; PRESIDENT, CONSULTING REVIEW TAX WORK AND GENERAL ADMINISTRATION; 32% OF TIME SPENT 4) NQ REALTY CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; REAL ESTATE; NON INVESTMENT RELATED; PRESIDENT; FINANCE AND ADMINISTRATION; 1% OF TIME SPENT. 5) FINANXIAL INSURANCE - 121 AVE DE DIEGO, SAN JUAN, PR 00927; GENERAL INSURANCE AGENCY FOR FIXED INSURANCE, PRESIDENT, MANAGEMENT AND AUTHORIZED AGENT, 1% OF TIME SPENT, COMPENSATED BY COMMISSIONS. 6) FIRST PROCESSING, LLC - 121 AVE DE DIEGO, SAN JUAN, PR 00927; SALES AND MARKETING OF ELECTRONIC PROCESSING DEVICES AND SERVICES; NON-INVESTMENT RELATED; VICE-PRESIDENT, SUPERVISE FINANCE MATTERS, 1% OF TIME SPENT 7) BPAS TRUST COMPANY OF PUERTO RICO, INC. - VIG TOWER, 1225 PONCE DE LEON AVE, SUITE 804 SAN JUAN, PR; NON-INVESTMENT RELATED; PROVIDE PR TRUST EXPERTISE IN CORPORATE POLICY; DIRECTOR; 1% OF TIME SPENT. 8) FX IT SOFTWARE, CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INFORMATION TECHNOLOGY; COMPUTER APP. SALES AND DEVELOPMENT; NON-INVESTMENT RELATED; PARTNER; 1% OF TIME SPENT 9) FINANXIAL IT, CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INFORMATION TECHNOLOGY; NON- INVESTMENT RELATED; PARTNERS; 1% OF TIME SPENT 10) FX ADVISORS LLC - 9525 BLIND PASS #1004, ST. PETER BEACH, FL 33706; INVESTMENT RELATED; ACCOUNTING, TAXES AND CONSULTING SERVICES; PRESIDENT; 2% OF TIME SPENT. 11) FINANXIAL PREMIER - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INVESTMENT RELATED; BUSINESS MANAGEMNT, ADVISORY AND CONSULTING; PRESIDENT; 15 HOURS/MONTH OF TIME SPENT; 15 HOURS/MONTH OF TIME SPENT DURING TRADING HOURS. 12) FUNDACION HOGAR NINITO JESUS, INC. - BARRIO, 2.7 KM, SAN JUAN, PR 00725; NON-INVESTMENT RELATED; START DATE JULY 1, 2020; NON PROFIT ORGANIZATION PROVIDING SHELTER TO ABUSED CHILDREN; BOARD OF DIRECTORS MEMBER; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH SPENT BUSINESS SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-13

Designations

• Certified Financial Planner

Other Names

• Fernando Navarro
• Fernando Navarro Castillo
• Fernando Antonio Navarro
• Fernando Antonio Navarro-Castillo