Leandro Araujo
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
12 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
12 years in the industry.
- Efg Private Wealth Management (americas) Corp.Feb 2025 to now
- Efg Capital International CorpMar 2023 to now
- Btg Pactual US Capital, LLCJun 2022 to Jan 2023
- Ascendo ResourcesFeb 2022 to May 2022
- Trust NtwApr 2018 to Jan 2022
- Advanced USOct 2017 to Apr 2018
- Nylife Securities LLCMar 2015 to Oct 2017
- New York Life Insurance CoJun 2014 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 6349428
- Firm CRD
- 158905