Edgardo Chamorro (CRD# 7682574) is an Investment Advisor Representative working at Swan Global Management in Humacao, PR and has 1 year of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Swan Global Management, LLC | Humacao, PR | May 2022 - Current | 1 |
| Evolve Health Partners | San Juan, PR | Mar 2022 - May 2022 | < 1 |
| St. Joseph's University | Philadelphia, PA | Aug 2021 - May 2022 | < 1 |
| Oriental Bank | San Juan, PR | Jun 2021 - Jul 2021 | < 1 |
| St. Joseph's University | Philadelphia, PA | Aug 2020 - May 2021 | < 1 |
| Emsl, LLC | Humacao, PR | May 2020 - Jul 2020 | < 1 |
| St. Joseph's Unversity | Philadelphia, PA | Aug 2018 - May 2020 | 1 |
| The Palmas Academy | Humacao, PR | Dec 2012 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- PR
-
Total Assets Under Management2,106MILLIONS
-
Total Number of Accounts2,483ACCOUNTS
-
Average Account Value$848,149
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PR
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