Eduardo Ortega-Sierra is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 11 years of industry experience. Eduardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2910, Miami, FL, 33131
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eduardo works as a CNB Banker for a firm under common control, Bci Group of Companies, at the Brickell location. This non-investment activity takes about 10-20% of Eduardo's time.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Diego Briceno, CFABci Securities, INC.
- Luis Salcedo, CFABci Securities, INC.
- Gonzalo Valle, CFABci Securities, INC.
- Eduardo TorresBci Securities, INC.
- Jose Trejo, CFABrainvest Wealth Management LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.