Andoni Yturralde has been Managing Partner of Cross Border Wealth since February 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Cross Border Wealth, LLC is a New York, NY firm with $222M under management, 531 clients and 7 advisers across 3 offices, as of its April 2026 filing.
Andoni Yturralde is Co-Founder and Managing Partner of Cross Border Wealth, a role he has held since 2017. He oversees the entire operation at the firm, directing a team of financial advisors, investment associates and client service specialists. He has over two decades of experience in the global wealth management industry and previously held positions at Citibank, Merrill Lynch, Morgan Stanley and UBS.
Andoni Yturralde’s longest registration is the current one, 9 years at Cross Border Wealth since 2017. Before joining Cross Border Wealth in 2017, Andoni Yturralde was registered through Devere USA Inc. and Citigroup Global Markets Inc.
- Cross Border Wealth, LLCCurrent– present · 9 yearsNew York, NY · Adviser representative · Firm CRD 288330
- Devere USA Inc.– · under a yearNew York, NY · Adviser representative · Firm CRD 155775
- Citigroup Global Markets Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 7059
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsNew York, NY · Adviser representative · Firm CRD 7691
Professional designations
Listed by Cross Border Wealth
- AIF®
Investment adviser representative registrations
Andoni Yturralde is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2019; the most recent is New York, in June 2021.
- New YorkSince 22 June 2021
- TexasResidentSince 10 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2017 |
| Series 31 | Futures Managed Funds Examination | 12 August 2002 |
| Series 24 | General Securities Principal Examination | 20 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 1998 |
| Series 7 | General Securities Representative Examination | 23 June 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3070270
- Firm
- Cross Border Wealth · CRD 288330
- Role
- Managing Partner
- Office
- 230 PARK AVENUE, 4TH FLOOR WEST, New York, NY 10169
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Andoni Yturralde work?
Andoni Yturralde has been Managing Partner of Cross Border Wealth, LLC since February 2017, and is a control person of the firm.
Is Andoni Yturralde a financial advisor?
Yes. Andoni Yturralde has a current investment-adviser registration in New York and Texas, through Cross Border Wealth since July 2017.
How many years of experience does Andoni Yturralde have?
Andoni Yturralde has 15 years in the financial industry, since November 2010, across 4 adviser firms.
What exams has Andoni Yturralde passed?
Andoni Yturralde has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 31 and Series 65. The earliest, the Series 7, was passed in June 1998.
Where did Andoni Yturralde work before Cross Border Wealth?
Before Cross Border Wealth, Andoni Yturralde was registered through Devere USA Inc., October 2016 to February 2017; Citigroup Global Markets Inc., February 2010 to June 2011; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2004 to February 2009.
Where is Andoni Yturralde based?
Andoni Yturralde’s registered office is in New York, NY.
Is Andoni Yturralde registered with FINRA?
No. Andoni Yturralde has no current broker registration.
How can I verify Andoni Yturralde’s record?
Search CRD 3070270 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andoni Yturralde’s full registration record.