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Juan Guerra

Boreal Capital Management LLC

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About Juan Guerra

Juan Guerra is a financial professional with over 10 years of experience in the financial services industry. Juan is currently registered with Boreal Capital Management LLC as a Registered Representative and Investment Adviser Representative. Juan holds the Series 7TO, Series 66, and SIE licenses. Juan previously worked at Bolton Global Capital. Juan specializes in providing portfolio management services to businesses, individuals, and pooled investment vehicles. Juan is a Chartered Financial Analyst (CFA).

Firm Information

Juan Guerra 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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Juan Guerra’s Registration & Firm History

FL

01/02/2025 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

09/23/2021 - 04/28/2022

BOLTON GLOBAL CAPITAL (Miami FL)

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Licenses & Designations

BOTH

Issued 04/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Guerra.
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