Maria Incerromeo
Maria Incerromeo is a registered investment advisor at Banco Do Brasil Securities LLC, based in Miami, FL, with 14 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Banco do Brasil Securities charges an annual fee based on the value of your investments, ranging from 1.00% to 2.00%. Fees may be negotiable for clients with over $5,000,000 in investments. Fees are paid quarterly, either in advance or after the quarter. The custodian independently values your investments.
Location
2 South Biscayne Blvd., Suite #3150, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria is a member of the advisory board for Wizest Inc., a Fintech Robo Advisor startup, since April 2023. She dedicates minimal time to providing guidance and non-binding recommendations to the company.
Employment History
Current Registrations
Banco Do Brasil Securities LLC
Banco Do Brasil Securities LLCBroker
Banco Do Brasil Securities LLC
Previous Registrations
Wizest INC.
Bradesco Global Advisors
Bradesco Bac Florida Investments CORP.Broker
State Registrations53 states
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.