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Marcelo Barbosa Lima

Galapagos Advisory LLC

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About Marcelo Barbosa Lima

Marcelo Barbosa Lima is an investment advisor representative with Galapagos Advisory LLC, located in Miami, Florida. Marcelo has been in the securities industry since 2009. Marcelo has a Series 63 and a Series 65 license. Marcelo has been registered with FINRA since 2018 and is currently licensed to provide investment advice in Florida. Marcelo is also registered with the SEC as an investment adviser representative. Marcelo has experience providing financial planning and portfolio management for individuals and businesses.

Firm Information

Marcelo Lima is currently registered with Galapagos Advisory LLC. Galapagos Advisory LLC is a Miami, FL-based registered investment advisor with $106,646,343 in regulatory assets under management. They provide financial planning, selection of other advisors, and portfolio management services for individuals and businesses. They have 65 total clients, including 22 high net worth individuals and 43 corporations or other businesses.
Galapagos Advisory LLC

201 S BISCAYNE BLVD

MIAMI, FL 33131

$106.65M

Assets Under Management

1

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Marcelo Lima’s Registration & Firm History

FL

08/10/2024 - Present

Galapagos Advisory LLC (MIAMI FL)

FL

12/11/2012 - 08/21/2018

INTL FCSTONE FINANCIAL INC. (MIAMI FL)

FL

10/27/2010 - 12/17/2012

TRADEWIRE SECURITIES LLC (CORAL GABLES FL)

FL

05/13/2009 - 10/08/2010

ULTRALAT CAPITAL MARKETS, INC. (MIAMI FL)

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Licenses & Designations

IA

Issued 06/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcelo Barbosa Lima.
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