Rafael
Moreno
Boreal Capital Management LLC
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About this Advisor
Rafael Moreno is a financial advisor based in Miami, Florida, working with Boreal Capital Management LLC. Rafael has previously held positions at Mora Wm Securities LLC and Mora Wealth Management LLC. Rafael has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Rafael is part of Boreal Capital Management LLC, which operates out of Miami, Florida. The firm has 44 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Boreal Capital Management LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boreal Capital Management LLC Brokerage Details
$1,377,857,157
44
800
$1,722,321
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Rafael Moreno Work History
Mora Wm Securities LLC
Mora Wealth Management LLC
Disclosures
Please visit the SEC profile of Rafael Moreno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boreal Capital Management LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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