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Henrique Ponse cardoso

Investment adviser representative at Bradesco Global Advisors
13 yearsExperience
1 stateRegistered in
$181.5MFirm assets
4 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

13 years in the industry.

  1. Bradesco Global AdvisorsMar 2026 to now
  2. Bradesco Investments Inc.Mar 2026 to now
  3. Morgan Stanley Private Bank, N.AJul 2025 to Mar 2026
  4. Morgan StanleyDec 2024 to Mar 2026
  5. UnemployedMay 2024 to Nov 2024
  6. Canaccord Genuity LLCDec 2023 to Apr 2024
  7. Truss Investments LLCDec 2019 to Nov 2023
  8. XP Securities LLCDec 2013 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
5081983
Firm CRD
134416
Advisor's SEC record (opens in a new tab)
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