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MG

Mariano Gomez De La Sierra

ALTAMIRA CAPITAL MANAGEMENT LLC
San Antonio, TX 78216
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CRD#: 6325579
MG

Professional summary


Mariano Gomez De La Sierra is a registered financial advisor currently at ALTAMIRA CAPITAL MANAGEMENT LLC located in San Antonio, Texas.

Mariano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mariano has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Interlagos Holdings, LLC 1522 MELANIE CIRCLE, SAN ANTONIO, TX 78258 THESE ARE REAL ESTATE FIRMS OF WHICH HE HAS BEEN A MEMBER SINCE 10/01/2013. DEVOTES 2 HOURS A MONTH DURING NON-TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mariano Gomez De La Sierra'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

July 16, 2015 - Present

ALTAMIRA CAPITAL MANAGEMENT LLC

Office #1: 100 Ne Loop 410 Ste. 775, San Antonio, TX 78216
RIA
CRD#: 168486
San Antonio, TX

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
Texas
(7/16/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/16/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/17/2014
National Commodity Futures Examination

Current Firm


AC
ALTAMIRA CAPITAL MANAGEMENT LLC
ALTAMIRA CAPITAL MANAGEMENT LLC | ALTAMIRA PRIMA FUND, LP

CRD#: 168486 / SEC#:

Texas
Registered Investment Advisory firm - (8/27/2013 Approved)
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Contact information


Main Address
100 Ne Loop 410 Ste. 775, San Antonio, TX 78216
Mailing Address
Phone number
(210) 592-7100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 4,723,146

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.

Company Information


ALTAMIRA CAPITAL MANAGEMENT LLC

CRD#: 168486San Antonio, TX 78216

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