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.
- Vontobel SfaJan 2026 to now
- Vontobel Swiss Financial AdvisersMay 2025 to now
- Vontobel SfaFeb 2024 to Dec 2025
- 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