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Felipe De souza perrotti

Brex Treasury LLC

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About Felipe De souza perrotti

Felipe De souza perrotti is a registered representative with Brex Treasury LLC. Felipe has been in the industry since February 18, 2021. Felipe is licensed in all 52 states and the District of Columbia. Felipe has passed the Series 7TO, Series 63, and SIE exams. Felipe is a valuable asset to the team at Brex Treasury LLC and is dedicated to providing excellent service to clients.

Firm Information

Felipe De souza perrotti is currently registered with Brex Treasury LLC. Brex Treasury LLC is a Limited Liability Company that was formed on November 1, 2018. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Felipe De souza perrotti’s Registration & Firm History

UT

02/18/2021 - Present

Brex Treasury LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 02/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Felipe De souza perrotti.
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