Robert
Brito

Brb Finanz Usa

CRD#2465126
Investment Advisor
in Miami Beach, FL

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About this Advisor

Robert Brito is a financial advisor based in Miami Beach, Florida, working with Brb Finanz Usa. Robert has previously held positions at Beta Capital Management Lp, Consultores Associados, Northeast Securities Inc, Insigneo Securities, LLC, Az Apice Capital Management LLC, Brb Finance Usa LLC, Iwpf Securities LLC, Murphy Clarke Williams & Stone, and Leste Usa LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Brb Finanz Usa, which operates out of Miami Beach, Florida. The firm has 3 employees and manages assets totaling $202.2 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Brb Finanz Usa includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Miami Beach, FL

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Brb Finanz Usa Brokerage Details

Total Assets Under Management

$202,217,558

Total Number of Employees

3

Total Number of Accounts

6

Average Account Size

$33,702,926

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Brito Work History

2024 - Present (1 year)

Murphy Clarke Williams & Stone

2023 - Present (2 years)

Brb Finance Usa LLC

2023 - Present (2 years)

Iwpf Securities LLC

2020 - 2023 (3 years)

Leste Usa LLC

2017 - 2021 (4 years)

Insigneo Securities, LLC

2016 - 2017 (1 year)

Northeast Securities Inc

2015 - 2016 (1 year)

Consultores Associados

2015 - 2020 (5 years)

Az Apice Capital Management LLC

2011 - 2015 (4 years)

Beta Capital Management Lp

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Disclosures

Please visit the SEC profile of Robert Brito 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 Brb Finanz Usa

Robert Brito
Miami Beach, FL
Carlos Angel
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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