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Mariana Lora

Advisor at CV Advisors LLC

Updated today

Location

Aventura, FL 33180

Credentials

Series 65

Industry experience

1 year

About

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

Client services

Based on CV Advisors LLC

Financial planning Portfolio management Selection of other advisers Consolidated financial reporting

Expertise

Based on CV Advisors LLC

Private / alternative investments Options & derivatives strategies Concentrated stock management

Fee options

Fixed

Fixed fees determined case-by-case depending on service complexity and asset size

Percentage

$25 million - $50 million: 0.70% $50 million - $75 million: 0.65% $75 million - $100 million: 0.60% $100 million - $125 million: 0.55% $125 million - $150 million: 0.50% $150 million - $175 million: 0.45% $175 million - $250 million: 0.40% $250 million+: 0.35%

Other

Account minimum: $50 million Fee-only: Fixed fees for certain services such as bookkeeping, administrative services, concierge services, on a case-by-case basis

Location

19495 Biscayne Blvd, Suite Ph 1

Aventura, FL 33180

Most active in

Florida

Work history

CV Advisors LLC

2024 - Present (2 years)

Global Kandor Advisors, LLC

2022 - 2024 (2 years)

PURE Group of Insurance Companies

2019 - 2022 (3 years)

Massachusetts General Hospital

2019 - 2019 (1 year)

American Eagle Outfitters

2018 - 2019 (1 year)

Suffolk University

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

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Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Miami, FL

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Real estate investing
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Aventura, FL

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Luciano Duque is a financial advisor at Sardona Global Advisors LLC based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.

Private / alternative investments Multi-state taxation Real estate investing
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Leon S

Series 65

Surfside, FL

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Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Options & derivatives strategies
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Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

Miami, FL

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Active portfolio management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner Retired
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