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Marco Aurelio Guerra De Sa

Transparenza Advisors LLC

Miami, FL

CRD 2950581

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Employer firm

Transparenza Advisors LLC CRD 331554

$23.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ADVISER SIGNED A SUB-ADVISORY AGREEMENT WITH TRANSPARENZA INVESTMENTS LTDA., A BRAZILIAN ADVISOR.

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

Current Employers
Transparenza Advisors Llc

1395 Brickell Avenue Suite 800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

1395 Brickell Avenue, Suite 800, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Agricole Miami FL 02/2005 07/2021
Credit Agricole Securities (Usa) Inc. Miami NY 05/2011 07/2021
Banco Do Brasil Securities Llc Miami FL 07/2021 04/2024
Transparenza Advisors Llc Miami FL 05/2024 Present
  • 02/2005 → 07/2021
    Credit Agricole
    Miami, FL
  • 05/2011 → 07/2021
    Credit Agricole Securities (Usa) Inc.
    Miami, NY
  • 07/2021 → 04/2024
    Banco Do Brasil Securities Llc
    Miami, FL
  • 05/2024 → Present
    Transparenza Advisors Llc
    Miami, FL
Previous Registrations
  • 2022-09-06 → 2024-04-04
    Bb Securities
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-10-17
  • S63 Uniform Securities Agent State Law Examination
    2011-10-17
Designations
  • Chartered Financial Analyst
Other Names
  • Marco Guerra De Sa
  • Marco Sa
  • Marco Aurelio Guerra De Sa
  • Marco Aurelio Guerra De Sa
  • Marco Sa

View on SEC IAPD

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