Julia Cioffi Santos
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.Aug 2023 to now
- Efg Capital International CorpJun 2022 to now
- Bradesco Bac Florida BankSep 2021 to Jun 2022
- Citibank NAApr 2021 to Sep 2021
- Credit AgricoleMay 2019 to Apr 2021
- Eb & Jb CorporationMar 2019 to May 2019
- Fitness International LLCDec 2018 to Mar 2019
- Igui Pools USANov 2017 to Nov 2018
- Tenis Clube De CampinasMay 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7451499
- Firm CRD
- 158905