Nestor J Lopez

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

• 07/2018 → 04/2022
  Insigneo Securities, Llc
  Miami, FL
• 07/2018 → 04/2022
  Insigneo Advisory Services, Llc
  Miami, FL
• 06/2017 → 07/2018
  Insigneo Wealth Advisors
  Miami, FL
• 02/2012 → 06/2017
  Itau Private Bank International
  Miami, FL
• 04/2022 → Present
  Bradesco Investments
  Coral Gables, FL
• 04/2022 → Present
  Bradesco Global Advisor
  Coral Gables, FL
• 04/2022 → 01/2024
  Bradesco Bank
  Coral Gables, FL

Previous Registrations

• 2021-02-01 → 2022-04-14
  Insigneo Advisory Services, Llc
  Miami, FL

Other Businesses

Outside Business Name: Bradesco Global Advisors; Investment Related; Address: 3011 Ponce de Leon Blvd. PH1, Coral Gables FL. 33134 ; Nature of Business: Financial: Position: RIA; Start date: 03/2022; Number of Hours devoted to the other business: 80 Hours; Number of hours you devote to the other business during securities trading hours: 4; Outside Business Name: Bradesco Bank; Investment Related; Address: 3011 Ponce de Leon Blvd. PH1, Coral Gables FL. 33134 ; Nature of Business: Financial: Position: Onboarding HUB Mgr.; Start date: 03/2022; Number of Hours devoted to the other business: 80 Hours; Number of hours you devote to the other business during securities trading hours: 4;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-11

Other Names

• Nestor Jose Lopez Moreno