Mariana Lora
Investment adviser representative at Cv Advisors LLC
11 yearsExperience
1 stateRegistered in
$15.1BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cv Advisors LLCMay 2024 to now
- Global Kandor Advisors, LLCMar 2022 to May 2024
- Pure Group of Insurance CompaniesSep 2019 to Mar 2022
- Massachusetts General HospitalJan 2019 to Jun 2019
- American Eagle OutfittersSep 2018 to Jun 2019
- Suffolk UniversitySep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cv Advisors LLC
$15.1BAssets managed
159Clients
4Advisers
14 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
- 7537299
- Firm CRD
- 164817