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Barbara Dettmer

20 Years of Experience
Miami, FL
Broker

Barbara Dettmer is a registered investment advisor at Banco Do Brasil Securities LLC, based in Miami, FL, with 20 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Banco do Brasil Securities charges an annual fee based on the value of your investments, ranging from 1.00% to 2.00%. Fees may be negotiable for clients with over $5,000,000 in investments. Fees are paid quarterly, either in advance or after the quarter. The custodian independently values your investments.

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Location

2 South Biscayne Blvd., Suite #3150, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Banco Do Brasil Securities LLC
September 2022 - Present · 3 yrs 7 mos
Banco Do Brasil Securities LLC
June 2021 - Present · 4 yrs 10 mos
Banco Do Brasil Securities LLCBroker
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - November 2020 · 4 yrs 2 mos
Suntrust Investment Services, INC.
August 2016 - December 2016 · 4 mos
Suntrust Investment Services, INC.Broker
July 2016 - November 2020 · 4 yrs 4 mos
Hsbc Securities (USA) INC.
June 2013 - July 2016 · 3 yrs 1 mo
Hsbc Securities (USA) INC.Broker
April 2008 - July 2016 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2007 - April 2008 · 11 mos
Citicorp Investment ServicesBroker
June 2006 - May 2007 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - April 2006 · 5 mos
Banc of America Investment Services, INC.Broker
August 2004 - November 2005 · 1 yr 3 mos
State Registrations15 states
ALCACODCDEFLINMDMIMNNYTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.