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Ernesto Cordovez

Boreal Capital Management LLC

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About Ernesto Cordovez

Ernesto Cordovez is a registered representative with Boreal Capital Management LLC. Ernesto has been working in the financial services industry since 2002. Ernesto is a licensed representative with the state of Florida and is also registered with FINRA. Ernesto is a Series 7 and 66 licensed advisor, with the Series 7 license obtained in 2002 and Series 66 in 2019. Ernesto previously worked for SAFRA SECURITIES LLC. Ernesto has experience with high net worth individuals, corporations or other businesses and individuals other than high net worth.

Firm Information

Ernesto Cordovez 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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Ernesto Cordovez’s Registration & Firm History

FL

11/19/2019 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

11/21/2014 - 06/29/2018

SAFRA SECURITIES LLC (AVENTURA FL)

FL

01/01/2005 - 10/28/2014

HSBC SECURITIES (USA) INC. (MIAMI FL)

NY

05/14/2002 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ernesto Cordovez.
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