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Anthony Cruz Ortiz

Finanxial Investment Advisors, Corp

San Juan, PR

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Current Employers
Finanxial Investment Advisors, Corp

121 De Diego Avenue Urb. San Francisco, San Juan, PR 00927 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2026-07-27
  • PR RA
    APPROVED
    Since 2026-07-27

Branch Locations

121 De Diego Avenue Urb. San Francisco, San Juan, PR 00927 • 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
Insigneo Securities Llc San Juan PR 10/2023 12/2023
X Square Capital Llc Guaynabo PR 06/2024 07/2024
Finanxial Investment Advisor San Juan PR 11/2024 Present
Escuela Medardo Carazo Trujillo Alto PR 08/2017 05/2021
Universidad De Puerto Rico Rio Piedras Campus San Juan PR 08/2021 12/2025
Escuela Intermedia Rafael Cordero Trujillo Alto PR 08/2014 05/2017
  • 10/2023 → 12/2023
    Insigneo Securities Llc
    San Juan, PR
  • 06/2024 → 07/2024
    X Square Capital Llc
    Guaynabo, PR
  • 11/2024 → Present
    Finanxial Investment Advisor
    San Juan, PR
  • 08/2017 → 05/2021
    Escuela Medardo Carazo
    Trujillo Alto, PR
  • 08/2021 → 12/2025
    Universidad De Puerto Rico Rio Piedras Campus
    San Juan, PR
  • 08/2014 → 05/2017
    Escuela Intermedia Rafael Cordero
    Trujillo Alto, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-27
  • S65 Uniform Investment Adviser Law Examination
    2026-07-27
Other Names
  • Anthony Cruz Ortiz

View on SEC IAPD

Other Firms

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CEFI CAPITAL, LLC
OWLCREST PARTNERS LLC
OSAIC WEALTH, INC.
NPA ASSET MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
NEGRON-RAMOS LLC
PR FIVE WEALTH MANAGEMENT LLC

Other Investors

CARLOS JUAN MIRANDA
RAFAEL R QUINTERO
Osvaldo Cruz Cintron
JUAN ANTONIO BRUNO
Paola Teresa Gautier-Ortiz
EMMANUEL LOUBRIEL
HECTOR JAVIER JIRAU
LOURDES M CORUJO-RAMSEY

Other Offices

KOVACK ADVISORS, INC. · San Juan, PR
CEFI CAPITAL, LLC · SAN JUAN, PR
OWLCREST PARTNERS LLC · SAN JUAN, PR
OSAIC WEALTH, INC. · SAN JUAN, PR
NPA ASSET MANAGEMENT, LLC · SAN JUAN, PR
TRANSAMERICA FINANCIAL ADVISORS, LLC · SAN JUAN, PR
NEGRON-RAMOS LLC · SAN JUAN, PR
PR FIVE WEALTH MANAGEMENT LLC · SAN JUAN, PR

More in San Juan, PR

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