Daniela Estima is a registered investment advisor at Itau International Securities INC., based in Miami, FL, with 12 years of industry experience. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Itaú International Securities Inc. offers investment management services, but the fees are not clearly defined in the brochure. The brochure mentions fees are negotiable and vary based on the type of advice, account size, investment strategy, and relationship with the client. The brochure also mentions a performance-based fee schedule, but this is for Family Office Services, not Investment Management Services.
Location
Miami, FL
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Regulatory History
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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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.
Itau International Securities INC.
Itau International Securities INC.Broker
Previous Registrations
Efg Capital Advisors INC.
Efg Capital InternationalBroker
Espirito Santo Investment Advisors, INC.
E.S. Financial Services, INC.Broker
State Registrations5 states
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.