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Fernando Monteiro De Barros

Efg Private Wealth Management (Americas) Corp.

Miami, FL

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Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-19
  • FL RA
    APPROVED
    Since 2019-11-19

Branch Locations

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Efg Capital International Miami FL 12/2008 Present
Efg Capital International Miami FL 12/2008 Present
  • 12/2008 → Present
    Efg Capital International
    Miami, FL
  • 12/2008 → Present
    Efg Capital International
    Miami, FL
Previous Registrations
  • 2016-08-10 → 2019-02-22
    Efg Capital Advisors Inc.
    Miami, FL
  • 2010-04-15 → 2014-11-06
    Efg Capital Advisors Llc
    Miami, FL
Other Businesses

RIAR (Registered Investment Advisor Representative) with affiliated company EFG Asset Management (Americas), providing investment advice and services to clients on a non-discretionary basis. Compensation through EFG Capital International Corp (salaried employment).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29
Other Names
  • Fernando Monteiro Barros

View on SEC IAPD

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