Ernesto Cordovez, financial advisor Miami FL

Ernesto Cordovez

CRD Number: 4510514
Current Firm: Boreal Capital Management LLC

Ernesto Cordovez (CRD# 4510514) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mora Wm Securities LLC Miami, FL Jan 2019 - Current 4
Unemployed Miami, FL Jul 2018 - Dec 2018 < 1
Safra Securities LLC Miami, FL Nov 2014 - Jun 2018 3
Safra National Bank Of New York New York, NY Oct 2014 - Jun 2018 3
Hsbc Securities (usa) Inc. New York City, NY Jan 2005 - Oct 2014 9
Hsbc Bank Usa Miami, FL Aug 1997 - Oct 2014 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Ernesto Cordovez
Phone Number: 305-459-5400
Firm Website: http://www.borealcm.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,587
    MILLIONS
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $1,370,604
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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