Manuel
De Pena
Bradesco Global Advisors
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About this Advisor
Manuel De Pena is a financial advisor who works out of Miami, Florida with a total of 4 years of industry experience. De Pena is on the advisory team at Bradesco Global Advisors. During their career, De Pena has held roles at Bac Florida Investments, Pepsico, Biscayneamericas Advisers, Bmo Global Asset Management Taplin, Canida & Habacht, Florida International University Capital Markets Lab, Citibank Dominican Republic, Florida International University, Bradesco Global Advisors Inc, Bradesco Bac Florida Investments and Bradesco Bac Florida Bank. De Pena holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Bradesco Global Advisors is a company based in Miami, FL. It handles $200 million in assets under management across its 562 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm has a set of services, such as portfolio management for pooled investment vehicles and other services. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Bradesco Global Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bradesco Global Advisors Brokerage Details
$200,080,133
13
562
$356,014
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Other
Manuel De Pena Work History
Manuel has been registered as a financial advisor for 4 years.*
Bradesco Bac Florida Investments
Bradesco Bac Florida Bank
Bradesco Global Advisors Inc
Bradesco Bac Florida Investments
Bac Florida Investments
Pepsico
Bac Florida Investments
Biscayneamericas Advisers
Bmo Global Asset Management Taplin, Canida & Habacht
Florida International University Capital Markets Lab
Florida International University
Citibank Dominican Republic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Manuel De Pena 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
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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