Anthony Cruz Ortiz
Finanxial Investment Advisors · San Juan, Puerto Rico
Anthony Cruz Ortiz is a fee-only financial advisor at Finanxial Investment Advisors in San Juan, Puerto Rico. Finanxial Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Finanxial Investment Advisors |
|---|---|
| Based in | San Juan, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $82M across 69 accounts |
| SEC registration | Investment adviser representative in PR · CRD 7838965 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
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Questions about Anthony
Is Anthony Cruz Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Finanxial Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Finanxial Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Anthony Cruz Ortiz based?
Anthony Cruz Ortiz is based in San Juan, Puerto Rico.
Is Anthony Cruz Ortiz registered with the SEC?
Yes. Anthony Cruz Ortiz is registered as an investment adviser representative in PR (CRD 7838965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finanxial Investment Advisors manage?
Finanxial Investment Advisors reports $82M across 69 accounts in assets under management.
How do I contact Anthony Cruz Ortiz?
Contact details aren't on file yet. Search for Finanxial Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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