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Lorena Dayana Berthe-martinez

Boreal Capital Management LLC

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About Lorena Dayana Berthe-martinez

Lorena Berthe-martinez is a registered representative with Boreal Capital Management LLC. Lorena has been in the financial services industry since July 28, 2002. Lorena holds Series 3, 7, 9, 10, 63, and 66 licenses. Lorena was previously registered with Morgan Stanley and Citigroup Global Markets Inc. Lorena is an active member of the financial services industry and is committed to providing her clients with the highest level of service.

Firm Information

Lorena Berthe-martinez 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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Lorena Berthe-martinez’s Registration & Firm History

FL

09/19/2019 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

06/01/2009 - 01/29/2019

MORGAN STANLEY (MIAMI FL)

FL

04/02/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

NE

06/20/2001 - 08/22/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 06/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/03/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2004

Series 3 - National Commodity Futures Examination

BC

Issued 06/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorena Dayana Berthe-martinez.
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