Fernando Monteiro De Barros

Efg Asset Management (americas) CORP.

16 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementHigh Net Worth

Efg Asset Management (americas) CORP.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

438 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

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

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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 Asset Management (americas) CORP.

November 2019 - Present · 6 yrs 3 mos

Efg Capital InternationalBroker

February 2009 - Present · 17 yrs

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

Exams

No exam information available for this advisor.