Lee Daniel Cardona rodriguez
Investment adviser representative at X-square Capital
15 yearsExperience
1 stateRegistered in
$790.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Alps Distributors, Inc.May 2019 to now
- X-square Capital, LLCMar 2019 to now
- Popular Securities, Inc.Aug 2011 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PR).
X-square Capital
Legal name: X-square Capital, LLC
$790.9MAssets managed
326Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5526032
- Firm CRD
- 167237