Renata Mussalem Machado, financial advisor Miami FL
93 score

Renata Mussalem Machado

CRD Number: 5351423
Current Firm: Efg Capital Advisors Inc.

Renata Mussalem Machado (CRD# 5351423) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Efg Capital International Corp Miami, FL Apr 2014 - Current 2
Efg Capital Advisors Inc. Miami, FL Apr 2014 - Current 2
Bank Of America, N.a. Miami, FL May 2013 - Apr 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Apr 2013 - Apr 2014 1
Itau Europa Securities Inc. Miami, FL May 2010 - Apr 2013 2
Banco Itau Europa Int'l Miami, FL May 2010 - Apr 2013 2
Banco Santander Securities Miami, FL Aug 2007 - May 2010 2
Banco Santander International Miami, FL Jun 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Renata Mussalem Machado
Phone Number: 305-381-8340
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,300
    MILLIONS
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $3,148,395
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NY, OK, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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