Raphael Pinheiro
Raphael Pinheiro is a CFA-designated registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 10 years of industry experience. Raphael 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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