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Advisor

Edward Barros

Finanxial Investment Advisors · San Juan, Puerto Rico

Edward Barros 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.

Percentage of assets Fee-only

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Facts

FirmFinanxial 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 2769384
Exams passedSeries 66 (2016)
Firm size6 employees
Disclosures None reported

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Questions about Edward

Is Edward Barros a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward 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 Edward charge for financial advice?

Edward's firm, Finanxial Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Edward Barros based?

Edward Barros is based in San Juan, Puerto Rico.

Is Edward Barros registered with the SEC?

Yes. Edward Barros is registered as an investment adviser representative in PR (CRD 2769384), 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 Edward Barros?

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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