Henrique Ponse Cardoso

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

• 12/2013 → 11/2019
  Xp Securities Llc
  New York, NY
• 12/2019 → 11/2023
  Truss Investments Llc
  Miami, FL
• 12/2023 → 04/2024
  Canaccord Genuity Llc
  Miami, FL
• 12/2024 → 03/2026
  Morgan Stanley
  Miami, FL
• 05/2024 → 11/2024
  Unemployed
  Miami, FL
• 07/2025 → 03/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2026 → Present
  Bradesco Investments Inc.
  Coral Gables, FL

Previous Registrations

• 2024-12-26 → 2026-03-03
  Morgan Stanley
  Miami, FL

Other Businesses

*621873 - Truss Investments LLC; Investment related: Yes; Miami, Florida; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 1; Administrative, Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2024-09-25

Other Names

• Henrique Ponse Cardoso
• Henrique Ponse Cardoso