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Daniel A Serrulha

Banco DO Brasil Securities LLC

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About Daniel A Serrulha

Daniel Serrulha is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Banco Do Brasil Securities LLC and holds the Series 63, Series 7 and SIE licenses. Daniel has prior experience with IDB Capital Corp. Daniel is registered in 13 states and is a licensed agent for Banco Do Brasil Securities LLC.

Firm Information

Daniel Serrulha is currently registered with Banco DO Brasil Securities LLC. Banco do Brasil Securities LLC is a Limited Liability Company formed in July 1995 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm provides portfolio management for individuals and participates in wrap fee programs. They have 9 registered representatives and investment advisory representatives.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Serrulha’s Registration & Firm History

FL

12/18/2017 - Present

Banco DO Brasil Securities LLC (MIAMI FL)

FL

08/10/2012 - 11/29/2017

IDB CAPITAL CORP. (AVENTURA FL)

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Licenses & Designations

BC

Issued 12/18/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel A Serrulha.
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