Itau International Securities Inc.

Overview

Itau International Securities Inc. is a Florida-registered corporate broker-dealer that provides portfolio management services for individuals, small businesses and pooled investment vehicles. The firm serves both individual & family and institutional clients and reports a mix of fee arrangements that include percentage-of-assets and performance-based compensation. Ownership is listed as a combination of a foreign entity and individual ownership. The firm’s activities combine brokerage and advisory functions: it acts as a broker-dealer while also delivering portfolio management for clients and for pooled vehicles. It does not position itself as a capital allocator, does not identify as an active ESG investor, and its regulatory footprint is state-level in Florida rather than a multi-state advisory registration.

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Public Holdings

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Location & Offices