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Ricardo A Heredia

Miura Capital, LLC

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About Ricardo A Heredia

Ricardo Heredia is a financial professional with over 20 years of experience in the industry. Ricardo is currently registered with Miura Capital, LLC and is licensed in several states, including California, Delaware, Florida, New York, and North Carolina. Ricardo holds several securities licenses including Series 7, 4, 55, 57TO and 99TO. Previously, Ricardo worked at Safra Securities LLC, StateTrust Investments Inc., EFG Capital International, LaSalle Financial Services, Inc. and Lehman Brothers Inc.

Firm Information

Ricardo Heredia is currently registered with Miura Capital, LLC. Miura Capital, LLC, is a Limited Liability Company formed in June 2007. The firm is registered with the SEC and has a presence in 22 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, Texas, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

10

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.

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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Ricardo Heredia’s Registration & Firm History

FL

01/03/2023 - Present

Miura Capital, LLC (MIAMI FL)

FL

06/23/2022 - 01/03/2023

SAFRA SECURITIES LLC (AVENTURA FL)

FL

02/26/2009 - 01/26/2022

STATETRUST INVESTMENTS INC. (Miami FL)

FL

04/04/2006 - 02/25/2009

EFG CAPITAL INTERNATIONAL (MIAMI FL)

IL

03/30/2005 - 04/03/2006

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

NY

09/18/2002 - 02/07/2005

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2023

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricardo A Heredia.
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