Jose A. Sobrado

MG CAPITAL PARTNERS

Chevy Chase, MD 20815

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CRD#: 6985333

Professional summary

Jose Alberto Sobrado is a registered financial advisor currently at MG CAPITAL PARTNERS, LLC located in Chevy Chase, Maryland.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jose has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Jose Alberto Sobrado is a licensed insurance agent. Jose Alberto Sobrado is a representative (not registered) of Innovation Partners, LLC, a broker-dealer/investment adviser

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Alberto Sobrado'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

October 14, 2019 - Present

MG CAPITAL PARTNERS, LLC

Office #1: 7021 Bybrook Ln, Chevy Chase, MD 20815

RIA

CRD#: 305512

Chevy Chase, MD

Past

November 1, 2018 - October 15, 2019

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Bethesda, MD

Past

August 14, 2018 - October 15, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

Bethesda, MD

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

District of Columbia
(3/16/2020)

IAR

Maryland
(10/14/2019)

IAR

Virginia
(2/19/2020)

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: 9/10/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2018

General Securities Representative Examination

Current Firm

MG CAPITAL PARTNERS, LLC

CRD#: 305512 / SEC#:

District of Columbia

Registered Investment Advisory firm - (3/16/2020 Approved)

Maryland

Registered Investment Advisory firm - (9/27/2019 Approved)

Virginia

Registered Investment Advisory firm - (2/19/2020 Approved)

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Contact information

Main Address

Chevy Chase, MD

Mailing Address

Phone number

(202) 790-2664

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 54,611,667

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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Jose A. Sobrado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Alberto Sobrado's CRS (Customer Relationship Summary).

Certified licenses

Experience

MG CAPITAL PARTNERS, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2018

Current Firm

MG CAPITAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MG CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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