Cristina Claribel Acosta

Current Employers

Employment History

• 09/2016 → 09/2018
  Mora Wealth Management Llc
  Miami, FL
• 09/2018 → 06/2022
  Lloyd Crescendo Advisors, Llc
  Miami, FL
• 07/2022 → 03/2024
  Cardea Capital Group, Inc.
  Miami, FL
• 12/2023 → 03/2024
  Cardea Capital Advisors
  Atlanta, GA
• 03/2024 → Present
  Bolton Global Asset Management
  Miami, FL

Previous Registrations

• 2022-08-04 → 2024-04-24
  Cardea Capital Group, Inc.
  Miami, FL
  Atlanta, GA
• 2019-08-30 → 2021-12-31
  Crescendo Asset Management Llc
  New York, NY
• 2016-09-22 → 2018-10-01
  Mora Capital Management, Llc
  Miami, FL

Other Businesses

1) Cristina is the owner of 5E Wealth, LLC, an entity created in September 2023 to operate Bolton Investment Advisory business. Not directly investment related. Conducted from the Branch Location. 2) Invest for Better ("IFP") a non-profit organization. I spend approximately two (2) hours per month as a Circle Leader. IFP empowers women with financial education and knowledge about how to have a positive impact with personal capital. 3) 5E Wealth Lab, LLC ("SE") founder, was formed to design and create financial education programs and workshops for women and girls. I spend approximately five (5) hours per month with SE. I am compensated vis profits of the company. 4) On a quarterly basis participates as an external and independent member of a FO advisory committee in to provide industry knowledge and expertise.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-15
• S63 Uniform Securities Agent State Law Examination
  2002-12-14