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Fernando Barros

17 Years of Experience
1 DisclosureBroker

Fernando Barros is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 17 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
IM Fee
Planning only
Assets Under Management
$1.9B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2008
Other Business Activities

Fernando is a Registered Investment Advisor Representative with EFG Asset Management (Americas), providing investment advice and services to clients. He is compensated through salaried employment with EFG Capital International Corp.

Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
November 2019 - Present · 6 yrs 5 mos
Efg Capital InternationalBroker
February 2009 - Present · 17 yrs 2 mos
Previous Registrations
Efg Capital International CORP.
April 2021 - July 2021 · 3 mos
Efg Capital Advisors INC.
August 2016 - February 2019 · 2 yrs 6 mos
Efg Capital Advisors LLC
April 2010 - November 2014 · 4 yrs 7 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.