Paulo Nery Da Costa Pita (CRD# 7817871) is an Investment Advisor Representative working at In On Capital in Miami, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| In On Capital Advisors LLC | Miami, FL | Sep 2023 - Current | < 1 |
| Monterri Investments | Barcelona, | Mar 2022 - Aug 2023 | 1 |
| Santander Asset Management | Madrid, | Jun 2018 - Mar 2022 | 3 |
| Gem Research | Madrid, | Apr 2017 - Jun 2018 | 1 |
| Mmg Bank | Panama City, | Oct 2016 - Apr 2017 | < 1 |
| Balboa Securities | Panama City, | Feb 2016 - Oct 2016 | < 1 |
| Btg Pactual | Sao Paulo, | Aug 2015 - Feb 2016 | < 1 |
| Student | Sao Paolo, | Sep 2011 - Feb 2016 | 4 |
- FL
-
Total Assets Under Management349MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$7,759,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Other
FL
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