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Luiz Barros

Efg Private Wealth Management (Americas) Corp.

Miami, FL

CRD 7681380

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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 2023-09-12
  • FL RA
    APPROVED
    Since 2023-09-12

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
Efg Bank Ag Lugano 07/2015 09/2021
Kawa Capital Management Aventura FL 10/2021 11/2022
Btg Pactual Us Capital Llc Miami FL 12/2022 06/2023
Efg Capital International Corp Miami FL 08/2023 Present
Efg Asset Management (Americas) Corp Miami FL 08/2023 Present
  • 07/2015 → 09/2021
    Efg Bank Ag
    Lugano
  • 10/2021 → 11/2022
    Kawa Capital Management
    Aventura, FL
  • 12/2022 → 06/2023
    Btg Pactual Us Capital Llc
    Miami, FL
  • 08/2023 → Present
    Efg Capital International Corp
    Miami, FL
  • 08/2023 → Present
    Efg Asset Management (Americas) Corp
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-23
S63 Uniform Securities Agent State Law Examination 2023-03-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-23
  • S63 Uniform Securities Agent State Law Examination
    2023-03-31
Other Names
  • Luiz Augusto Barros
  • Luiz Augusto Barros
  • Luiz Augusto De Araujo Alencar Barros
  • Luiz Barros
  • Luiz Augusto De Araujo Alencar Barros

View on SEC IAPD

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Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
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