JR
CFA
JR
CFA

Joao Paulo De Abreu Rodrigues

7 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

Joao is an investor for Banco Itau International, advising clients on various financial products and spending a few hours per week on this. He also receives cashback commissions from Fora Travel Inc. for personal travel bookings, which he does outside of business hours.

Employment History
Current Registrations
Itau International Securities INC.
December 2019 - Present · 6 yrs 2 mos
Itau International Securities INC.
February 2018 - Present · 8 yrs
Itau International Securities INC.Broker
February 2018 - Present · 8 yrs
State Registrations5 states
CACTFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.