Leonardo Cardoso is a registered investment advisor at Brazen Capital, LLC, based in New York, NY, with 15 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brazen Capital manages investments through model portfolios and custom investment programs. Fees are based on the investment profile/model allocation or the value of your portfolio. The specific fees are listed in Schedule 1 of the brochure. Fees may be negotiable.
Location
99 Wall Street, Suite 1701, New York, NY, 10005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonardo is an Executive Officer at QuantGate Systems, a fintech company, and a founding member of 100Ventures, LLC, a financial education platform. He spends about 10-20% of his time on 100Ventures.
Employment History
Current Registrations
Brazen Capital, LLC
Previous Registrations
Idb Capital CORP.Broker
Assent LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.