Sergio Vizintas Estefano
Investment adviser representative at Bradesco Global Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.5MFirm assets
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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.
- Bradesco Global AdvisorsNov 2021 to now
- Bradesco BankOct 2021 to now
- Bradesco Global AdvisorOct 2021 to now
- Bradesco Investments CorpOct 2021 to now
- UBS Financial Services Inc.Jul 2014 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bradesco Global Advisors
Legal name: Bradesco Global Advisors Inc.
$181.5MAssets managed
1,196Clients
24Advisers
4 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
- 3111561
- Firm CRD
- 134416