Marcelo Custodio Cabral
Investment adviser representative at Stratton Capital Investment Advisory LLC
12 yearsExperience
2 statesRegistered in
$138.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Stratton Capital Investment Advisory, LLCJan 2020 to now
- Not EmployedJun 2017 to Dec 2019
- Bradesco Securities, Inc.Aug 2016 to May 2017
- Bradesco Securities Uk LimitedSep 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, VT).
Stratton Capital Investment Advisory LLC
$138.3MAssets managed
663Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2237540
- Firm CRD
- 307491