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Otavio Henrique zolotar Sardinha

Bradesco Investments Inc.

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About Otavio Henrique zolotar Sardinha

Otavio Sardinha is a financial advisor currently working at Bradesco Investments Inc. with experience in the financial services industry since 2013. Otavio Sardinha has been registered with FINRA since 2012 and holds Series 7, Series 24 and Series 63 licenses. Otavio Sardinha is currently registered to provide investment advice in Florida, Georgia, Texas, and the District of Columbia. Otavio Sardinha previously worked at Bolton Global Capital, XP Investments US, LLC and Banco do Brasil Securities LLC.

Firm Information

Otavio Sardinha is currently registered with Bradesco Investments Inc.. Bradesco Investments Inc. is a corporation that was formed on November 14, 1986. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

27

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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Otavio Sardinha’s Registration & Firm History

FL

11/23/2021 - Present

Bradesco Investments Inc. (CORAL GABLES FL)

FL

04/27/2020 - 11/16/2021

BOLTON GLOBAL CAPITAL (Miami FL)

FL

02/12/2016 - 02/27/2020

XP INVESTMENTS US, LLC (MIAMI FL)

FL

01/16/2015 - 02/10/2016

BANCO DO BRASIL SECURITIES LLC (MIAMI FL)

FL

06/18/2013 - 02/25/2014

BANCO DO BRASIL SECURITIES LLC (MIAMI FL)

FL

06/05/2013 - 07/03/2013

INTERTRADING USA SECURITIES, INC. (MIAMI FL)

FL

11/07/2012 - 06/03/2013

BANIF SECURITIES INC (MIAMI FL)

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Licenses & Designations

BC

Issued 07/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Otavio Henrique zolotar Sardinha. Review regulatory record here.
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