Bradesco Investments Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
69
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
19453
Registered since
May 1, 1987

Firm profile

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Overview

Bradesco Investments Inc. is organized as a corporation and has been SEC-registered since 1987. Ownership is recorded as a mix of domestic entity and individual ownership, and the firm's regulatory classification is listed as unclassified. Public records supplied limited detail on the firm's advisory profile. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or a related adviser. Information about its fee model, client segments, business lines, and specific advisory activities was not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Carlos Villela

    Carlos Villela

    Chief Accounting OfficerCRD 5882274

  • Mauricio Goulart Da Cunha

    Mauricio Goulart Da Cunha

    Chief Investment OfficerCRD 5206904

  • Dulce Galindo Gnibus

    Dulce Galindo Gnibus

    Chief Compliance OfficerCRD 5172187

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Contacts

3 of 65
  • Henrique Barroca De Oliveira

    Henrique Barroca De Oliveira

    Registered RepresentativeCRD 7330900

  • Maria Carolina Oliveira SilvaPompeuSimao

    Maria Carolina Oliveira SilvaPompeuSimao

    Relationship OfficerCRD 7816691

  • Matheus Cardoso Silva

    Matheus Cardoso Silva

    Account ManagerCRD 7818240

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3011 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth