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Maria Teresa Felix Cubero

Sierra Capital LLC

Miami, FL

CRD 7612503

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Employer firm

Sierra Capital LLC CRD 110129

$1.61B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Sierra Capital Llc

600 Brickell Avenue Ste. 2020, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-11
  • FL RA
    APPROVED
    Since 2022-08-11

Branch Locations

600 Brickell Avenue Ste. 2020, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sierra Capital Llc Miami FL 02/2022 Present
International Finance Bank Miami FL 01/2019 12/2019
Sabadell Bank Miami FL 06/2018 08/2018
Universidad De Valencia, Spain And University Of North Carolina Wilmington NC 09/2015 06/2019
Full-Time Education / Mba / Study For Cfa Exam Miami FL 12/2019 02/2022
  • 02/2022 → Present
    Miami, FL
  • 01/2019 → 12/2019
    International Finance Bank
    Miami, FL
  • 06/2018 → 08/2018
    Sabadell Bank
    Miami, FL
  • 09/2015 → 06/2019
    Universidad De Valencia, Spain And University Of North Carolina
    Wilmington, NC
  • 12/2019 → 02/2022
    Full-Time Education / Mba / Study For Cfa Exam
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-12
  • S65 Uniform Investment Adviser Law Examination
    2022-07-12
Other Names
  • Maria Teresa Felix

View on SEC IAPD

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