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Marco Antonio Moreno

Boreal Capital Management LLC

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About Marco Antonio Moreno

Marco Antonio Moreno is a registered investment advisor representative with Boreal Capital Management LLC. Marco Moreno is currently registered with the state of Florida. Marco Moreno has been in the financial industry since 2001. Marco Moreno has been affiliated with Boreal Capital Management LLC since 2012 and with BETA CAPITAL MANAGEMENT, L.P., STANDARD NEW YORK SECURITIES, INC. and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION in the past. Marco Moreno is licensed in multiple states for both broker-dealer and investment advisor activities.

Firm Information

Marco Moreno 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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Marco Moreno’s Registration & Firm History

FL

11/30/2015 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

04/06/2006 - 11/07/2012

BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)

NY

01/08/2002 - 04/05/2006

STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)

NJ

02/01/2001 - 11/14/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 01/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marco Antonio Moreno.
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