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Edgardo Alexis Chamorro

Swan Global Management

Humacao, PR

CRD 7682574

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Employer firm

Swan Global Management CRD 173621

$2.39B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Swan Global Management

20 Ridge Top Dr. Palmas Del Mar, Humacao, PR 00791 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2023-03-13
  • PR RA
    APPROVED
    Since 2023-03-13

Branch Locations

20 Ridge Top Dr. Palmas Del Mar, Humacao, PR 00791 • 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
Swan Global Management, Llc Humacao PR 05/2022 Present
Evolve Health Partners San Juan PR 03/2022 05/2022
St. Joseph's University Philadelphia PA 08/2021 05/2022
Oriental Bank San Juan PR 06/2021 07/2021
St. Joseph's University Philadelphia PA 08/2020 05/2021
Emsl, Llc Humacao PR 05/2020 07/2020
St. Joseph's Unversity Philadelphia PA 08/2018 05/2020
The Palmas Academy Humacao PR 12/2012 05/2018
  • 05/2022 → Present
    Swan Global Management, Llc
    Humacao, PR
  • 03/2022 → 05/2022
    Evolve Health Partners
    San Juan, PR
  • 08/2021 → 05/2022
    St. Joseph's University
    Philadelphia, PA
  • 06/2021 → 07/2021
    Oriental Bank
    San Juan, PR
  • 08/2020 → 05/2021
    St. Joseph's University
    Philadelphia, PA
  • 05/2020 → 07/2020
    Emsl, Llc
    Humacao, PR
  • 08/2018 → 05/2020
    St. Joseph's Unversity
    Philadelphia, PA
  • 12/2012 → 05/2018
    The Palmas Academy
    Humacao, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18

View on SEC IAPD

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JOSE L. RODRIGUEZ-RIVERA

Nearby Offices

FIDERAS LLC · HUMACAO, PR
ATLANTICMIDWEST INVESTMENT RESEARCH, LLC · HUMACAO, PR
EQUITABLE ADVISORS, LLC · GUAYAMA, PR

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