Banco Do Brasil Securities LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Accounts
0
Employees
11
Advisory reps
43
Brokerage reps
11
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
132701
Registered since
March 3, 2005
Fee structure
Percentage of AUM, Hourly Charges
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Banco Do Brasil Securities LLC is a broker-dealer organized as a limited liability company and has been SEC-registered since 2005. Ownership is listed as a mix of a foreign entity and an individual. The firm engages in brokerage activities and provides portfolio management services oriented toward individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly charges. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state investment adviser, is not newly formed, and does not claim pension consulting or related-adviser status. Industry affiliations include broker-dealer operations and connections to other investment-adviser, banking/thrift institution, and insurance company entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Maria IncerRomeo

    Maria IncerRomeo

    Chief Investment OfficerCRD 5885341

  • Jeferson Moreira

    Jeferson Moreira

    Chief Business OfficerCRD 5083219

  • Melissa Franca

    Chief Compliance OfficerCRD 5185735

Contacts

3 of 40
  • Ana Mota

    Financial ExecutiveCRD 5890907

  • Mayrin Fontaine Moya

    Mayrin Fontaine Moya

    Financial ExecutiveCRD 6071121

  • Barbara Dettmer

    Financial ExecutiveCRD 4801990

Unlock 37 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth