Luis Roberto Prandini
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Efg Private Wealth Management (americas) Corp.Jan 2022 to now
- Efg Capital International CorpMar 2021 to now
- UnemployedMar 2020 to Mar 2021
- Pruco Securities LLCSep 2019 to Mar 2020
- UnemployedMay 2019 to Sep 2019
- Banco Do Brasil Securities LLCSep 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Efg Private Wealth Management (americas) Corp.
$2.3BAssets managed
479Clients
45Advisers
15 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
- 2918796
- Firm CRD
- 158905