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Daniela Estima

12 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
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
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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.

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Other Business Activities

Daniela works as an investment advisor for Banco Itau International, advising clients on various financial instruments. She dedicates a few hours per week to this activity.

Employment History
Current Registrations
Itau International Securities INC.
March 2018 - Present · 7 yrs 11 mos
Itau International Securities INC.
June 2016 - Present · 9 yrs 8 mos
Itau International Securities INC.Broker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Efg Capital Advisors INC.
July 2014 - June 2016 · 1 yr 11 mos
Efg Capital InternationalBroker
June 2014 - June 2016 · 2 yrs
Espirito Santo Investment Advisors, INC.
October 2012 - June 2013 · 8 mos
E.S. Financial Services, INC.Broker
July 2012 - June 2013 · 11 mos
State Registrations5 states
CACTFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.