Anthony Cruz Ortiz

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-07-27

Other Names

• Anthony Cruz Ortiz