Robert Martin Brito
Professional Summary
Robert Martin Brito, who also goes by Robert M Brito, Robert Brito, is a registered financial advisor currently at IWPF SECURITIES LLC located in Miami Beach, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 14 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 3, Series 7, Series 10, Series 9, Series 24 and Series 8...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert M Brito, Robert Brito
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SUMMIT FINANCIAL, LLC
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
IWPF SECURITIES LLC
Contact Information
Main Address
429 Lenox Avenue Suite 416, Miami Beach, FL 33139Mailing Address
429 Lenox Avenue Suite 416, Miami Beach, FL 33139Phone Number
(917) 239-0408Established
Florida since 09/01/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
Similar Advisors
SUMMIT FINANCIAL, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Feb 1998SRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - BD
Click below to view Robert Martin Brito's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC
