Santiago L Copello
Investment adviser representative at Mora Capital Management, LLC
14 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
14 years in the industry.
- Mora Capital Management, LLCJan 2025 to now
- Boreal Capital Securities LLCNov 2020 to now
- Insigneo Advisory Services, LLCNov 2018 to Oct 2020
- Insigneo Securities, LLCMay 2018 to Oct 2020
- IndependentFeb 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2018
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
- 3169072
- Firm CRD
- 112221