Invested Better
Unclaimed

Unclaimed

Unclaimed

Antonio Oliveira moura

Boreal Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Antonio? Claim Your Profile

About Antonio Oliveira moura

Antonio Oliveira Moura is an investment advisor representative with Boreal Capital Management LLC. Antonio has been in the industry since 2002, and is registered with the state of Florida. Antonio has passed the Series 66, Series 7, Series 62, Series 42 and SIE exams. Antonio was previously affiliated with EFG CAPITAL INTERNATIONAL and E.S. FINANCIAL SERVICES, INC.. Antonio specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Antonio Oliveira moura 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.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Antonio Oliveira moura’s Registration & Firm History

FL

06/10/2021 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

08/23/2005 - 08/10/2020

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

02/26/2002 - 01/19/2005

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

Not sure if Antonio Oliveira moura is right for you?

Licenses & Designations

BOTH

Issued 04/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 42 - Registered Options Representative Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Antonio Oliveira moura. Review regulatory record here.
Not sure if Antonio Oliveira moura is right for you?