Filipe De Barros Gusmao, financial advisor Jacksonville FL

Filipe De Barros Gusmao

CRD Number: 6261215
Current Firm: Concourse Financial Group Advisors

Filipe De Barros Gusmao (CRD# 6261215) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Jacksonville, FL Aug 2021 - Current < 1
(dba) Gold Tree Financial Inc. Jacksonville, FL Aug 2021 - Current < 1
Raymond James & Associates, Inc. Jacksonville, FL Jul 2019 - Aug 2021 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Sep 2017 - Jul 2019 1
Medcom Jacksonville, FL Jul 2017 - Sep 2017 < 1
Unemployed Jacksonville, FL Mar 2017 - Jul 2017 < 1
Deutsche Bank Securities Inc. Jacksonville, FL Jan 2012 - Mar 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Filipe A. De Barros Gusmao
Phone Number: 800-288-3035
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,395
    MILLIONS
  • Total Number of Accounts
    22,138
    ACCOUNTS
  • Average Account Value
    $198,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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