Angel Sanz Alonso (CRD# 7125542) is an Investment Advisor Representative working at Boreal Capital Management LLC in Geneva, and has over 4 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 6504037
Edward Jones
CRD# 5543471
Leelyn Smith, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Boreal Capital Securities, LLC | Miami, FL | Oct 2019 - Current | 4 |
Mora Wealth Management Ag | Zurich, | Apr 2018 - Oct 2019 | 1 |
Andbank | Nassau, | Mar 2016 - Mar 2018 | 2 |
Bsi Bank | Panama City, | Jan 2014 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
S63 | Uniform Securities State Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management1,378MILLIONS
-
Total Number of Accounts800ACCOUNTS
-
Average Account Value$1,722,321
- A percentage of assets under your management
- Performance-based fees
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.