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Joao Raul Decastro

Vontobel Swiss Financial Advisers

Miami, FL

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Current Employers
Vontobel Swiss Financial Advisers

Spluegenstrasse 5, Zurich 8022 • Switzerland

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-13
  • FL RA
    APPROVED
    Since 2025-05-13

Branch Locations

1001 Brickell Bay Drive 23Rd Floor, 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
Citibank N.A. - Citigroup Miami FL 07/2015 02/2024
Vontobel Sfa Zurich 02/2024 12/2025
Vontobel Sfa Zurich 01/2026 Present
  • 07/2015 → 02/2024
    Citibank N.A. - Citigroup
    Miami, FL
  • 02/2024 → 12/2025
    Vontobel Sfa
    Zurich
  • 01/2026 → Present
    Vontobel Sfa
    Zurich
Previous Registrations
  • 2021-08-08 → 2024-02-02
    Citigroup Global Markets Inc.
    Miami, FL
    New York, NY
    Fort Lauderdale, FL
  • 2005-10-04 → 2006-04-11
    Morgan Stanley & Co. Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-24
S63 Uniform Securities Agent State Law Examination 2020-12-16
  • S65 Uniform Investment Adviser Law Examination
    2021-07-24
  • S63 Uniform Securities Agent State Law Examination
    2020-12-16

View on SEC IAPD

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Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL

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