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Percy Augusto Moreira

Itau International Securities Inc.

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About Percy Augusto Moreira

Percy Augusto Moreira is a financial advisor who has been in the industry since 2005. Percy is currently registered with Itau International Securities Inc. and has been registered with the firm since July 28, 2022. Percy is also registered in 5 states. Prior to joining Itau International Securities Inc., Percy worked at ITau BBA USA SECURITIES, INC., SCOTIA CAPITAL (USA) INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Percy holds Series 7, Series 24, Series 63 and SIE licenses and has over 17 years of experience in the financial services industry.

Firm Information

Percy Moreira is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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.

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family office services

Family office services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Percy Moreira’s Registration & Firm History

FL

07/28/2022 - Present

Itau International Securities Inc. (MIAMI FL)

NY

08/14/2014 - 06/30/2022

ITAU BBA USA SECURITIES, INC. (NEW YORK NY)

NY

09/04/2009 - 06/05/2014

SCOTIA CAPITAL (USA) INC. (NEW YORK NY)

NY

05/15/2009 - 09/03/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/28/2005 - 05/26/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Percy Augusto Moreira.
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