Ana Mota is a registered investment advisor at Banco Do Brasil Securities LLC, based in Miami, FL, with 14 years of industry experience. Ana 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
Ana owns a rental property and is the President of the Board of Directors for the property's HOA, both since August 2020. She spends minimal time on these activities, collecting rent, communicating with tenants, and assisting the HOA.
Employment History
Current Registrations
Banco Do Brasil Securities LLC
Banco Do Brasil Securities LLC
Banco Do Brasil Securities LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.