Santiago Copello, financial advisor Key Biscayne FL

Santiago Copello

CRD Number: 3169072
Current Firm: Boreal Capital Management LLC

Santiago Copello (CRD# 3169072) is an Investment Advisor Representative working at Boreal Capital Management LLC in Key Biscayne, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Boreal Capital Securities LLC Miami, FL Nov 2020 - Current 3
Insigneo Advisory Services, LLC Miami, FL Nov 2018 - Oct 2020 1
Insigneo Securities, LLC Miami, FL May 2018 - Oct 2020 2
Independent Miami, FL Feb 2012 - May 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Santiago L. Copello
Phone Number: 305-459-5400
Firm Website: http://www.borealcm.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,286
    MILLIONS
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $1,872,383
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI

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