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Marco Julio Fernandez celorio

Investment adviser representative at Mora Capital Management, LLC
10 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

10 years in the industry.

  1. Mora Capital Management, LLCJun 2024 to now
  2. Boreal Capital Securities LLCMar 2024 to now
  3. UBS International (ny)Sep 2021 to Mar 2024
  4. UBS Asesores Mexico Sa De CvApr 2016 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7463644
Firm CRD
112221
Advisor's SEC record (opens in a new tab)
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