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Felipe Marcilio

4 Years of Experience
Miami, FL
Broker

Felipe Marcilio is a registered investment advisor at Inter Advisors LLC, based in Miami, FL, with 4 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Inter Advisors' investment advisory fees range from 0.20% to 2.50% annually, depending on the investment strategy's complexity and the size of your account. Larger or less complex accounts may have lower fees. More complex accounts may be charged higher fees. Fees are negotiable.

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Location

501 Brickell Key Drive, Suite 202, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Inter Advisors LLC
November 2025 - Present · 6 mos
Inter&co Securities LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Bradesco Investments INC.Broker
July 2021 - April 2025 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.