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Melrick Isidore Dsouza

Clsa Americas, LLC

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About Melrick Isidore Dsouza

Melrick Isidore Dsouza is a registered investment advisor representative with ClSA Americas, LLC. Melrick has been in the industry since 2006 and has held previous roles at Credit Agricole Securities (USA) Inc., Centrum Securities LLC and ICICI Securities Inc. Melrick has passed the Series 63, Series 66, Series 7, Series 79TO and SIE exams and is registered in California, Connecticut, Florida, New York, Texas, Virginia and Washington.

Firm Information

Melrick Dsouza is currently registered with Clsa Americas, LLC. Clsa Americas, LLC is a Limited Liability Company formed on August 15, 2012. The firm is registered as an investment adviser in 53 states and the District of Columbia. Clsa Americas, LLC provides referrals to others, research product & arrangement and referral services. The firm has 117 clients that are other investment advisers.

Not reported

Assets Under Management

119

Total Clients

11

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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referrals to others; research product & arrangement and referral service

Referrals to others; research product & arrangement and referral service

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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commissions

Earned based on transactions or products sold.

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other

Negotiated rates for research product

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Melrick Dsouza’s Registration & Firm History

NY

07/16/2019 - Present

Clsa Americas, LLC (NEW YORK NY)

NY

09/08/2010 - 06/04/2013

CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)

NY

03/30/2009 - 09/02/2010

CENTRUM SECURITIES LLC (NEW YORK NY)

NY

08/08/2006 - 12/16/2008

ICICI SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Melrick Isidore Dsouza.
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