Bernardino Ortiz
Investment adviser representative at Syon Capital LLC
10 yearsExperience
1 stateRegistered in
$4.4BFirm assets
4 yearsFirm in business
Are you Bernardino Ortiz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Syon Capital LLCSep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Sep 2022
- UnemployedJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Syon Capital LLC
$4.4BAssets managed
72Clients
12Advisers
4 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
- 6564518
- Firm CRD
- 322776