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Mario Enrique Ros

Investment adviser representative at Mora Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets

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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

10 years in the industry.

  1. Mora Capital Management, LLCMay 2026 to now
  2. UBS Financial Services Inc.Dec 2024 to now
  3. CitigroupFeb 2018 to Nov 2024
  4. V&e Restaurant GroupJan 2017 to Feb 2018
  5. UnemployedAug 2016 to Jan 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7461009
Firm CRD
112221
Advisor's SEC record (opens in a new tab)
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