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Julia Cioffi Santos

Efg Private Wealth Management (Americas) Corp.

Miami, FL

CRD 7451499

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Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Efg Private Wealth Management (Americas) Corp.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-09
  • FL RA
    APPROVED
    Since 2023-08-09

Branch Locations

701 Brickell Avenue Suite 1310, 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
Igui Pools Usa Miami FL 11/2017 11/2018
Fitness International Llc Miami FL 12/2018 03/2019
Eb & Jb Corporation Miami FL 03/2019 05/2019
Credit Agricole Miami FL 05/2019 08/2019
Credit Agricole Miami FL 08/2019 04/2021
Citibank Na Miami FL 04/2021 09/2021
Bradesco Bac Florida Bank Miami FL 09/2021 06/2022
Efg Capital International Corp Miami FL 06/2022 Present
Tenis Clube De Campinas Sao Paolo 05/2014 10/2017
  • 11/2017 → 11/2018
    Igui Pools Usa
    Miami, FL
  • 12/2018 → 03/2019
    Fitness International Llc
    Miami, FL
  • 03/2019 → 05/2019
    Eb & Jb Corporation
    Miami, FL
  • 05/2019 → 08/2019
    Credit Agricole
    Miami, FL
  • 08/2019 → 04/2021
    Credit Agricole
    Miami, FL
  • 04/2021 → 09/2021
    Citibank Na
    Miami, FL
  • 09/2021 → 06/2022
    Bradesco Bac Florida Bank
    Miami, FL
  • 06/2022 → Present
    Efg Capital International Corp
    Miami, FL
  • 05/2014 → 10/2017
    Tenis Clube De Campinas
    Sao Paolo
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2022-04-23
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2022-04-23
Other Names
  • Julia C Santos
  • Julia Santos

View on SEC IAPD

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Nearby Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL

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