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

FINTRX

Overview

Bradesco Investments Inc. is structured as a corporation that has been registered with the SEC since 1987. The firm's ownership is recorded as a combination of a domestic entity and an individual. In the source dataset the firm's classification is listed as "Unclassified," and several operational flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The public record provided does not include descriptions of fee arrangements, client segments, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

Unlock 1 more executives

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

Unlock 62 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth