Daniel Jorge Richmond
Investment adviser representative at Richmond Capital
14 yearsExperience
1 stateRegistered in
$927KFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Richmond CapitalJul 2023 to now
- Richmond Capital Advisors LLCApr 2023 to now
- Boreal Capital Management LLCDec 2012 to now
- Mora Wealth Management LLCOct 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Richmond Capital
Legal name: Richmond Capital Advisors LLC
$927KAssets managed
7Clients
1Advisers
3 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
- 4704875
- Firm CRD
- 327060