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Marcelo Custodio Cabral

Stratton Capital Investment Advisory LLC

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About Marcelo Custodio Cabral

Marcelo Cabral is a registered Investment Advisor Representative (IAR) with Stratton Capital Investment Advisory LLC. Marcelo has over 20 years of experience in the financial services industry and has held various roles at leading firms, including BRADESCO SECURITIES, INC., J.P. MORGAN SECURITIES INC., and MORGAN STANLEY & CO., INCORPORATED. Marcelo is a highly experienced advisor with expertise in investment management for individuals and has over 450 clients. Marcelo holds the Series 3, 7, 24, 63 and 65 licenses.

Firm Information

Marcelo Cabral is currently registered with Stratton Capital Investment Advisory LLC. Stratton Capital Investment Advisory LLC is an investment advisor registered with the SEC. The firm provides portfolio management for individuals and has approximately $76.3 million in regulatory assets under management. The firm manages accounts for 492 clients, including 41 high-net-worth individuals and 451 individuals other than high-net-worth.

$76.29M

Assets Under Management

Not reported

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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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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Marcelo Cabral’s Registration & Firm History

VT

01/01/2025 - Present

Stratton Capital Investment Advisory LLC (WINHALL VT)

NY

09/12/2016 - 09/21/2016

BRADESCO SECURITIES, INC. (NEW YORK NY)

NY

05/19/2008 - 09/15/2014

BRADESCO SECURITIES, INC. (NEW YORK NY)

NY

06/26/2007 - 05/07/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/01/2005 - 03/27/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

CT

11/01/1995 - 10/20/1998

FATOR SECURITIES, LLC (WILTON CT)

NY

09/16/1993 - 06/07/1995

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

02/10/1993 - 09/23/1993

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NY

07/02/1992 - 02/24/1993

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1995

Series 24 - General Securities Principal Examination

BC

Issued 09/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2005

Series 3 - National Commodity Futures Examination

BC

Issued 12/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcelo Custodio Cabral.
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