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BM

Baltazar Moreno Fuentes

MORENO CAPITAL
WEST PALM BEACH, FL
Some features on this profile are disabled
CRD#: 7776920
BM

Professional summary

Baltazar Moreno Fuentes, who also goes by Baltazar Moreno, is a registered financial advisor currently at MORENO CAPITAL located in West Palm Beach, Florida.

Baltazar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Baltazar has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Baltazar Moreno

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 Baltazar Moreno Fuentes'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

January 29, 2026 - Present

MORENO CAPITAL

RIA
CRD#: 332358
WEST PALM BEACH, FL
Past

August 28, 2024 - December 31, 2025

MORENO CAPITAL

RIA
CRD#: 332358
AVENTURA, FL
Past

November 30, 2023 - December 31, 2024

HERBERT CAPITAL MANAGEMENT

RIA
CRD#: 328324
CENTURY CITY, CA

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
California
(1/29/2026)
IAR
Florida
(1/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/15/2023
Uniform Investment Adviser Law Examination

Current Firm

MC
MORENO CAPITAL
MORENO CAPITAL | MORENO CAPITAL LLC

CRD#: 332358 / SEC#:

California
Registered Investment Advisory firm - (9/12/2024 Approved)
Florida
Registered Investment Advisory firm - (8/28/2024 Approved)
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Contact information

Main Address
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180
Mailing Address
Phone number
(310) 717-3863
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 41,600,000

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

MORENO CAPITAL

CRD#: 332358West Palm Beach, FL

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