Fernando Henrique
Ciocchi De Almeida E Melo

Advisors Asset Management, Inc

CRD#7616594
Investment Advisor
in Boca Raton, FL

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About this Advisor

Fernando Henrique Ciocchi De Almeida E Melo is a financial advisor based in Boca Raton, Florida, working with Advisors Asset Management, Inc. Fernando has previously held positions at Advisors Asset Management, Inc, Bucket List Wealth Management, LLC, Student, Colegio Brasilis, Xp Investments, LLC, and Hillsborough Community College Career Center. Fernando has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Fernando is part of Advisors Asset Management, Inc, which operates out of Boca Raton, Florida. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

1499 W. Palmetto Park Road Suite 401
Boca Raton, FL 33486

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

FL Average: $2,349,664,866
Total Number of Employees

272

FL Average: 28
Total Number of Accounts

1,767

FL Average: 1,101
Average Account Size

$2,180,894

FL Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Fernando Henrique Ciocchi De Almeida E Melo Work History

2022 - Present (2 years)

Advisors Asset Management, Inc

2022 - 2022 (< 1 year)

Bucket List Wealth Management, LLC

2021 - 2022 (1 year)

Student

2020 - 2021 (1 year)

Colegio Brasilis

2019 - 2020 (1 year)

Student

2019 - 2019 (< 1 year)

Xp Investments, LLC

2018 - 2019 (1 year)

Hillsborough Community College Career Center

2017 - 2018 (1 year)

Student

2012 - 2017 (5 years)

Student

Disclosures

Please visit the SEC profile of Fernando Henrique Ciocchi De Almeida E Melo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Asset Management, Inc

Robert Wilkinson
Doylestown, PA
Shane Brennan
West Chester, PA
Evan Harte
Lutz, FL
Brian Winkler
Melville, NY
Casey Gage
Boerne, TX
German Diaz
Dallas, TX
Lory Espino
Boerne, TX
Evangeline Kanaris
Lisle, IL

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