Carlos Alberto Darino Lopez

CFA

Itau International Securities INC.

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Itau International Securities INC.

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

27 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$56.6M

Fee Structure

Minimum Investment:$1M

Location

200 S. Biscayne Blvd., Suite 2200, 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.

Other Business Activities

Carlos is a seed investor in Oky, Upflex, and Fabalish Inc, and a passive investor in Pumayna LLC and Justison LLC, all real estate development projects. He devotes no time to these activities.

Employment History

Current Registrations

Itau International Securities INC.

March 2018 - Present · 7 yrs 11 mos

Itau International Securities INC.

October 2012 - Present · 13 yrs 4 mos

Itau International Securities INC.Broker

October 2012 - Present · 13 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.