VL
VL
Vanessa Lima
11 Years of Experience
Miami, FL
1 DisclosureBroker
Vanessa Lima is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 11 years of industry experience. Vanessa 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
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2019Denied
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
December 2024 - Present · 1 yr 5 mos
Efg Capital InternationalBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Banco Do Brasil Securities LLC
September 2022 - February 2023 · 5 mos
Banco Do Brasil Securities LLCBroker
May 2022 - February 2023 · 9 mos
Equitable Advisors, LLC
May 2020 - April 2022 · 1 yr 11 mos
Equitable Advisors, LLCBroker
May 2020 - April 2022 · 1 yr 11 mos
Morgan Stanley
May 2017 - February 2020 · 2 yrs 9 mos
Morgan StanleyBroker
January 2017 - February 2020 · 3 yrs 1 mo
Itau International Securities INC.Broker
March 2011 - October 2015 · 4 yrs 7 mos
State Registrations1 state
FL
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.