Daniel Marques pereira
Investment adviser representative at Bradesco Global Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Bradesco Global AdvisorsJun 2024 to now
- Bradesco Global AdvisorMay 2021 to now
- Bradesco Investments Corp.May 2021 to now
- Banco Do Brasil Securities LLCJul 2018 to May 2021
- UnemployedApr 2018 to Jul 2018
- Bridge TrustOct 2015 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6986900
- Firm CRD
- 134416