Maria teresa Felix cubero
Investment adviser representative at Sierra Capital LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm 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 assetsFixed or flat feePerformance-based
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.
- Sierra Capital LLCFeb 2022 to now
- Full-time Education / Mba / Study for Cfa ExamDec 2019 to Feb 2022
- International Finance BankJan 2019 to Dec 2019
- Sabadell BankJun 2018 to Aug 2018
- Universidad De Valencia, Spain and University of North CarolinaSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sierra Capital LLC
$1.6BAssets managed
76Clients
8Advisers
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
- 7612503
- Firm CRD
- 110129