Skip to content

Nestor J Lopez

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

Are you Nestor J Lopez? Claim your profile

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

14 years in the industry.

  1. Bradesco Global AdvisorsMay 2022 to now
  2. Bradesco Global AdvisorApr 2022 to now
  3. Bradesco InvestmentsApr 2022 to now
  4. Bradesco BankApr 2022 to Jan 2024
  5. Insigneo Advisory Services, LLCJul 2018 to Apr 2022
  6. Insigneo Securities, LLCJul 2018 to Apr 2022
  7. Insigneo Wealth AdvisorsJun 2017 to Jul 2018
  8. Itau Private Bank InternationalFeb 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6993045
Firm CRD
134416
Advisor's SEC record (opens in a new tab)
CallContact this firm