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 9 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 4
Efg Capital Advisors Inc. Miami, FL Apr 2014 - Current 4
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
  • Total Number of Accounts
  • Average Account Value
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


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