Luis Felipe Thomaz Henriques Oliveira
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Bradesco Global AdvisorsMay 2026 to now
- Bradesco Investments, Inc.May 2026 to now
- BTG Pactual Asset Management US LLCMar 2024 to May 2026
- BTG Pactual US Capital, LLCAug 2021 to May 2026
- Citibank NAAug 2020 to Aug 2021
- J.P. MorganJun 2019 to Aug 2019
- Full-time Mba at Ucla Anderson School of ManagementJul 2018 to Jun 2020
- Safra Asset ManagementJan 2017 to Apr 2018
- HSBC Global Asset ManagementApr 2014 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bradesco Global Advisors
Legal name: Bradesco Global Advisors Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7144752
- 134416