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Antonio Gomez real

Boreal Capital Management LLC

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About Antonio Gomez real

Antonio Gomez real is a registered representative with Boreal Capital Management LLC. Antonio is also a registered investment advisor representative, with experience in the industry since 2011. Antonio has passed both the Series 7 and Series 63 exams and has been involved in advisory services with Boreal Capital Management LLC since May 2018. Before joining Boreal Capital Management LLC, Antonio worked for both J.P. Morgan Securities LLC and Santander Securities. Antonio specializes in portfolio management for individuals and businesses, as well as for pooled investment vehicles.

Firm Information

Antonio Gomez real is currently registered with Boreal Capital Management LLC. Boreal Capital Management LLC is an investment adviser headquartered in Miami, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, and pooled investment vehicles. The firm's advisory services include portfolio management for individuals, businesses, and pooled investment vehicles. Boreal Capital Management LLC is registered with the SEC under SEC number 801-57604.
Boreal Capital Management LLC

1450 BRICKELL AVENUE

MIAMI, FL 33131

$1.38B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Antonio Gomez real’s Registration & Firm History

FL

05/25/2018 - Present

Boreal Capital Management LLC (MIAMI FL)

NY

10/06/2011 - 03/21/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

FL

06/08/2011 - 09/29/2011

SANTANDER SECURITIES (MIAMI FL)

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Licenses & Designations

IA

Issued 12/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Antonio Gomez real. Review regulatory record here.
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