JC
Jose M. Corominas
STORGE
CORAL GABLES, FL 33134
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CRD#: 7153804
JC
Professional summary
Jose Maria Corominas is a registered financial advisor currently at STORGE located in Coral Gables, Florida.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jose has worked at 1 firm and has passed the Series 65 exam.
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.
Name: Sievert Partners, Business is investment-related, Address: 2330 PONCE DE LEON BLVD Coral Gables FL, 33134 USA, Nature of business: private investment club, Position: CEO and member, Sievert has no relationship to Storge, Nor Jose Maria Corominas nor Storge Partners receive compensation, Start date: February 13th, 2014 , Hours devoted: 1 day every trimester , Hours devoted during securities trading hours: 32 hours yearly, Duties: CEO, lead executive committee operation, investments, quarterly and annual meetings and the entry and exit of partners. Name: SP Servicios Globales de Consultor�a y Estrategia en la Empresa Familiar SL, Business is not investment-related, Address: C/ Magallanes 25, 28015 Madrid Spain, Nature of business: Consulting, Position: Partner, SP Servicios Globales provides market analysis to Storge Partners Economic Studies LLC, Nor Jose Maria Corominas nor Storge Partners receive compensation, Start date: 11 September 2019, Hours devoted: 10 hours/month , Hours devoted during securities trading hours: 0 hours N/A, Duties: no specific duties apart from voting rights at General Meeting as Partner. Name: IEEE Family Foundation USA LLC, Business is not investment-related, Address: 2330 PONCE DE LEON BLVD Coral Gables FL, 33134 USA, Nature of business: provides logistic support to Instituto Europeo de Estudios de la Educacion non-profit organization (Spain) who grants scholarships and offers free educational courses to low-income families. Position: Manager & Advisor without any compensation, Start date: May 15th 2019, Hours devoted: 1 hour/month , Hours devoted during securities trading hours: 0 hours N/A. Duties: Jose Maria is the personal advisor of the General Manager of Instituto Europeo de Estudios de la Educacion.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 14, 2021 - Present
STORGE
Office #1: 150 Alhambra Circle Suite 10, Coral Gables, FL 33134RIA
CRD#: 305395
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ST
STORGE
STORGE | STORGE PARTNERS ECONOMIC STUDIES LLC | STORGE PARTNERS
CRD#: 305395 / SEC#: 801-117352
RIA
Registered Investment Advisory firm - (9/18/2019 Approved)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
Delaware(11/14/2021)
IAR
Florida(11/18/2021)
Current Firm
ST
STORGE
STORGE | STORGE PARTNERS ECONOMIC STUDIES LLC | STORGE PARTNERS
CRD#: 305395 / SEC#: 801-117352
RIA
Registered Investment Advisory firm - (9/18/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 Alhambra Circle Suite 10, Coral Gables, FL 33134
Mailing Address
Phone number
(785) 969-2515
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 708,396,349 |
Red Flags
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Company Information
STORGE
CRD#: 305395Coral Gables, FL 33134TRUST BUT VERIFY
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