Sergio Vizintas Estefano

Employer firm

Bradesco Global Advisors CRD 134416

$182M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2021
  Ubs Financial Services Inc.
  Miami, FL
• 10/2021 → Present
  Bradesco Bank
  Coral Gables, FL
• 10/2021 → Present
  Bradesco Investments Corp
  Coral Gables, FL
• 10/2021 → Present
  Bradesco Global Advisor
  Miami, FL

Previous Registrations

• 2014-07-17 → 2021-11-11
  Ubs Financial Services Inc.
  Miami, FL
• 2009-01-21 → 2014-08-07
  Barclays Capital Inc.
  Miami, FL
• 2008-04-24 → 2008-10-15
  Lehman Brothers Inc.
  Miami, FL
  New York, NY
  Miami, FL

Other Businesses

Outside Business Name: Bradesco Bank, 3011 Ponce de Leon BLVD. PH-1 Coral Gables FL 33134, Investment Related, Position Held: SVP, Team Head, International Client Advisor, Hours: 80/month during trading hours Start Date: 10/25//2021, Outside Business Name: Bradesco Global Advisors, 169 Miracle Mile, Coral Gables, FL 33134, Investment Related, Investment Adviser Representative, Hours 10/month during trading hours; Start Date: 10/25/2021 Name: Cambuci, S.A.; Sao Roque, Sao Paulo; Nature of Business: Sporting Good Manufacturer; Start Date: 02/10/1984; Investment Related: No; Minority Shareholder; number of hours dedicated 0 hours, hours during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-04-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Designations

• Certified Financial Planner