Mariana Lora

CV ADVISORS LLC

Aventura, FL 33180

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CRD#: 7537299

Professional summary

Mariana Lora is a registered financial advisor currently at CV ADVISORS LLC located in Aventura, Florida.

Mariana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mariana has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariana Lora's CRS (Customer Relationship Summary).

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

September 18, 2024 - Present

CV ADVISORS LLC

Office #1: 19495 Biscayne Blvd, Aventura, FL 33180

RIA

CRD#: 164817

Aventura, FL

Past

March 23, 2024 - June 6, 2024

GLOBAL KANDOR ADVISORS, LLC

RIA

CRD#: 308452

KEY BISCAYNE, 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".

CV ADVISORS LLC

CV ADVISORS LLC | CV ADVISORS S. DE RL.

CRD#: 164817 / SEC#: 801-77002

RIA

Registered Investment Advisory firm - (8/13/2012 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

Florida
(9/18/2024)

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 65

Date: 1/6/2024

Uniform Investment Adviser Law Examination

Current Firm

CV ADVISORS LLC

CV ADVISORS LLC | CV ADVISORS S. DE RL.

CRD#: 164817 / SEC#: 801-77002

RIA

Registered Investment Advisory firm - (8/13/2012 Approved)

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Contact information

Main Address

19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180

Mailing Address

Phone number

(305) 358-5990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CV ADVISORS FORM ADV PART 2A DECEMBER 2023 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,869
AUM (Assets Under Management)	$ 12,855,520,555

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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Mariana Lora

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariana Lora's CRS (Customer Relationship Summary).

Certified licenses

Experience

CV ADVISORS LLC

GLOBAL KANDOR ADVISORS, LLC

Primary Firm SEC Registration

CV ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2024

Current Firm

CV ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CV ADVISORS LLC

TRUST BUT VERIFY

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