FM
FM

Francisco Mejia

16 Years of Experience
Miami, FL
Broker

Francisco Mejia is a registered investment advisor at Banco Do Brasil Securities LLC, based in Miami, FL, with 16 years of industry experience. Francisco 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
August 2024 - Present · 1 yr 8 mos
Banco Do Brasil Securities LLCBroker
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
July 2021 - July 2022 · 1 yr
Allaria Securities, LLCBroker
December 2019 - July 2021 · 1 yr 7 mos
Beta Capital Management LLC
July 2012 - November 2019 · 7 yrs 4 mos
Beta Capital Securities LLCBroker
May 2012 - November 2019 · 7 yrs 6 mos
RBC Capital Markets, LLC
October 2011 - February 2012 · 4 mos
RBC Capital Markets, LLCBroker
September 2011 - February 2012 · 5 mos
Beta Capital Management, L.P.Broker
February 2009 - September 2011 · 2 yrs 7 mos
State Registrations26 states
ALCACOCTDCDEFLGAIAILINKSMAMDMNMONCNJNMNYOHPATXVAWAWI
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.
Francisco Mejia - Financial Advisor | TrueAdvisor