Alfredo E. Bozo Cohen

BANCARIBE CAPITAL

Miami, FL 33131

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CRD#: 2595858

Professional summary

Alfredo Enrique Bozo Cohen, who also goes by Alfredo Enrique Bozo, is a registered financial advisor currently at BANCARIBE CAPITAL located in Miami, Florida.

Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alfredo has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfredo Enrique Bozo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BANCARIBE HOLDINGS - NOT INVESTMENT RELATED - 3470 EAST COAST AVE #2404 MIAMI, FL 33137. A HOLDING COMPANY FOR BANCARIBE CAPITAL, LLC. I AM THE MANAGER FOR THE ENTITIY IN FLORIDA AS OF 2/15/2023. THERE ARE ZERO HOURS DEVOTED TO THIS ENTITY. MY DUTIES ARE TO REPRESENT THE ENTITY. BANCARIBE CAPITAL, LLC - INVESTMENT RELATED - 3470 EAST COAST AVE #24 KAPITAL CONSULTORES, NOT INVESTMENT RELATED. CONSULTING FIRM IN VENEZUELA, DIRECTOR, NO COMPENSATION, ONE HOUR A MONTH DURING NON TRADING HOURS. START DATE 01/01/2018. GAERMO INVESTMENT GROUP LLC. MIAMI. FL. PASSIVE INVESTMENT. DIRECTOR. NO COMPENSATION. ONE HOUR A MONTH DURING NON TRADING HOURS. START DATE 06/04/2018. BOZO-CABRERA INVESTMENT LLC, MIAMI FL. NOT SECURITIES RELATED. PASSIVE INVESTMENT IN SPORT SERVICES CKO KICK BOXING, DIRECTOR, NO COMPENSATION, ONE HOUR A MONTH DURING NON TRADING HOURS. START DATE 02/17/2021. TRANSACTIONAL TRADING LLC, MIAMI FL. NOT INVESTMENT RELATED. BUSINESS CONSULTING, DIRECTOR, NO COMPENSATION, ONE HOUR A MONTH DURING NON TRADING HOURS. START DATE 04/12/2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo Enrique Bozo Cohen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2023 - Present

BANCARIBE CAPITAL

Office #1: 1395 Brickell Avenue Suite 800, Miami, FL 33131

RIA

CRD#: 325521

Miami, FL

Past

May 3, 2023 - April 17, 2024

MIURA INVESTMENT ADVISORS, INC

RIA

CRD#: 283148

MIAMI, FL

Past

September 23, 2021 - June 11, 2024

MIURA CAPITAL, LLC

CRD#: 146193

MIAMI, FL

Past

December 10, 2004 - September 16, 2021

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155

CARACAS,

Past

August 1, 1995 - April 30, 2004

CREDIT AGRICOLE SECURITIES (USA) INC.

CRD#: 190

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/27/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 4/13/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/26/1995

General Securities Representative Examination

Current Firm

BANCARIBE CAPITAL

BANCARIBE CAPITAL | BANCARIBE CAPITAL LLC

CRD#: 325521 / SEC#:

Florida

Registered Investment Advisory firm - (8/28/2023 Approved)

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Contact information

Main Address

1395 Brickell Avenue Suite 800, Miami, FL 33131

Mailing Address

Phone number

(305) 200-8800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 72,529,973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alfredo E. Bozo Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo Enrique Bozo Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIURA INVESTMENT ADVISORS, INC

MIURA CAPITAL, LLC

PORTFOLIO RESOURCES GROUP, INC.

CREDIT AGRICOLE SECURITIES (USA) INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2023

Series 63

Date: 11/20/1995

SIE

Date: 10/1/2018

Series 55

Date: 4/13/2000

Series 7

Date: 6/26/1995

Current Firm

BANCARIBE CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BANCARIBE CAPITAL

TRUST BUT VERIFY

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