Juan Xavier Sanchez
Investment adviser representative at Activest Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Activest Wealth Management, LLCSep 2020 to now
- Barclays Capital Inc.Jul 2019 to Aug 2020
- Cornell UniversityJul 2017 to Jun 2019
- N/aApr 2017 to Jun 2017
- Ferremundo S.A.Oct 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Activest Wealth Management, LLC
$1.5BAssets managed
530Clients
14Advisers
8 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
- 6963982
- Firm CRD
- 156150