Nomad Investment Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
324105
Registered since
April 3, 2025

Firm profile

FINTRX

Overview

Nomad Investment Services is organized as a corporation and lists its ownership as a combination of a domestic entity and an individual. The firm’s advisor classification is recorded as unclassified. In the available dataset Nomad does not identify as a capital allocator, does not report ESG-focused investing, and is not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosure in the source is sparse: there is no detailed breakdown of client segments, fee structures, or core advisory activities. The limited profile makes it difficult to characterize the firm’s target clients or investment approach from the provided records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bruno Machado Pinto E Silva

    Chief Compliance OfficerCRD 7237558

Contacts

3 of 8
  • Richard Speziale

    Richard Speziale

    FinOpCRD 1192739

  • Daniel Garcia

    Daniel Garcia

    Principal Compliance AdministratorCRD 5847982

  • Carlos Omine

    ConsultantCRD 7071081

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
20 102 A S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth