Julio Cintron
Advisor at ESI Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Julio Cintron is a financial advisor at ESI Advisors with nine years of industry experience. He holds a Series 65 designation and has been with ESI Advisors since 2016. Outside of his advisory role, he serves as Operations Manager at Crowley Caribbean Logistics, a company involved in liquefied natural gas supply. ESI Advisors is an independent firm providing fee-based investment advisory and financial consulting services to individual clients. The firm offers customized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis, and conducts regular public seminars on investment topics.
Client services
Based on ESI Advisors
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
$150 per hour
Account minimum: $5,000 (minimum account balance to open or convert an account in the Program); no minimum for other advisory services
Location
Urb. Terra Senorial,, Menorca St. 116
Ponce, PR 00731
Most active in
Julio C has reported serving >5 clients in these states in the last 12 months.
Puerto Rico
Work history
ESI Advisors
2016 - Present (10 years)
Crowley Caribbean Logistics
2014 - Present (12 years)
PBF Solutions
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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