Luiza
Bassuma Alonso

Bradesco Global Advisors

CRD#7338008
Investment Advisor
in Miami, FL

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About this Advisor

Luiza Bassuma Alonso is a financial advisor based in Miami, Florida, working with Bradesco Global Advisors. Luiza has previously held positions at Bradesco Investments, Bradesco Bank, One Sothebys International Realty, Talita Pinheiro Pa, Agua De Coco, Xp Investments, Florida International University, Unifacs - Universidade Salvador Brazil, and Bradesco Global Advisor. Luiza has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Luiza is part of Bradesco Global Advisors, which operates out of Miami, Florida. The firm has 12 employees and manages assets totaling $185.2 million. The firm serves high-net-worth clients and offers services including portfolio management for pooled investment vehicles and other services. The fee structure at Bradesco Global Advisors includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets

Office Location

3011 Ponce De Leon Blvd Ph-1
Miami, FL 33134

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Bradesco Global Advisors Brokerage Details

Total Assets Under Management

$185,218,135

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,020

FL Average: 2,474
Average Account Size

$181,586

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Other

Luiza Bassuma Alonso Work History

2023 - Present (1 year)

Bradesco Global Advisor

2022 - Present (2 years)

Bradesco Investments

2021 - Present (3 years)

Bradesco Bank

2020 - 2021 (1 year)

One Sothebys International Realty

2019 - 2020 (1 year)

Talita Pinheiro Pa

2019 - 2019 (< 1 year)

Agua De Coco

2018 - 2019 (1 year)

Xp Investments

2016 - 2020 (4 years)

Florida International University

2011 - 2016 (5 years)

Unifacs - Universidade Salvador Brazil

Disclosures

Please visit the SEC profile of Luiza Bassuma Alonso 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 Bradesco Global Advisors

Eiji Aono
Miami, FL
Rodolfo Aponte
Miami, FL
Douglas Guideli
Miami, FL
Manuel De Pena
Miami, FL
Natasha Coutinho
Miami, FL

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