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Joao Raul Decastro

Investment adviser representative at Vontobel Swiss Financial Advisers
11 yearsExperience
1 stateRegistered in
$11.9BFirm assets
21 yearsFirm 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

11 years in the industry.

  1. Vontobel SfaJan 2026 to now
  2. Vontobel Swiss Financial AdvisersMay 2025 to now
  3. Vontobel SfaFeb 2024 to Dec 2025
  4. Citibank N.A. - CitigroupJul 2015 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

Vontobel Swiss Financial Advisers

Legal name: Vontobel Swiss Financial Advisers Ag

$11.9BAssets managed
2,583Clients
5Advisers
21 yearsIn 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
2366839
Firm CRD
130668
Advisor's SEC record (opens in a new tab)
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