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Oswaldo Daniel Abreu

Itau International Securities INC.
21 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Itau International Securities INC.
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:$1M

Location

200 S. Biscayne Blvd., Suite 2200, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Itau International Securities INC.
August 2021 - Present · 4 yrs 6 mos
Itau International Securities INC.
August 2021 - Present · 4 yrs 6 mos
Itau International Securities INC.Broker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
August 2020 - December 2020 · 4 mos
Citigroup Global Markets INC.Broker
June 2020 - December 2020 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2020 - April 2020 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - April 2020 · 2 mos
PFS Investments INC.Broker
May 2019 - December 2019 · 7 mos
Wells Fargo Clearing Services, LLC
November 2010 - August 2018 · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2010 - August 2018 · 8 yrs
Suntrust Investment Services, INC.
May 2004 - August 2010 · 6 yrs 3 mos
Suntrust Investment Services, INC.Broker
May 2004 - August 2010 · 6 yrs 3 mos
Union Planters Investment Advisors, INC.
November 2003 - May 2004 · 6 mos
Union Planters Investment Advisors, INC.
August 2002 - January 2003 · 5 mos
Pfic Securities CorporationBroker
June 2002 - May 2004 · 1 yr 11 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Oswaldo Daniel Abreu - Financial Advisor | TrueAdvisor