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Juan Sanabria

BMO Capital Markets Corp.

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About Juan Sanabria

Juan Sanabria is a securities professional with over 15 years of experience in the industry. Juan is currently registered with BMO Capital Markets Corp. and is licensed in all 50 states. Juan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman, Sachs & Co. Juan has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients. Juan holds the Series 7, 86, 87 and SIE licenses, and has earned the Series 63 license as well. Juan is a valuable asset to any team and has the knowledge and experience to help clients achieve their financial goals.

Firm Information

Juan Sanabria is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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other

Fees for securities trading ideas and research

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Juan Sanabria’s Registration & Firm History

IL

09/22/2020 - Present

BMO Capital Markets Corp. (CHICAGO IL)

NY

07/26/2010 - 01/15/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/22/2001 - 01/14/2005

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2013

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/17/2013

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Juan Sanabria.
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