Juan Manuel Doria
Investment adviser representative at Mora Capital Management, LLC
25 yearsExperience
1 stateRegistered in
$1.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Mora Capital Management, LLCJun 2018 to now
- Mora Wealth Management LLCMay 2018 to now
- Mora Wm SecuritiesMay 2018 to now
- Ucap Asset Management LLCMar 2017 to May 2018
- Ucap Securities LLCMar 2017 to May 2018
- Bank of America, N.A.Jul 2011 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Apr 2001 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mora Capital Management, LLC
$1.9BAssets managed
685Clients
30Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3157084
- Firm CRD
- 112221