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RB

Robert M. Brito

IWPF SECURITIES LLC
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 2465126
RB

Professional summary

Robert Martin Brito, who also goes by Robert M Brito, Robert Brito, is a registered financial professional 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 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert M Brito | Robert Brito

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Martin Brito's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 22, 2024 - Present

IWPF SECURITIES LLC

Office #1: 429 Lenox Avenue Suite 416, Miami Beach, FL 33139Office #2: 429 Lenox Avenue Suite 416, Miami Beach, FL 33139
BD
CRD#: 328645
MIAMI BEACH, FL
Past

April 29, 2024 - December 31, 2025

MURPHY CLARKE WILLIAMS & STONE LLC

RIA
CRD#: 330290
CORAL GABLES, FL
Past

August 28, 2023 - December 31, 2025

BRB FINANZ USA

RIA
CRD#: 325760
MIAMI BEACH, FL
Past

August 5, 2022 - March 31, 2023

LESTE USA

RIA
CRD#: 301289
Miami, FL
Past

November 17, 2021 - March 31, 2023

LESTE USA

BD
CRD#: 301289
Miami, FL
Past

July 31, 2017 - April 30, 2021

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
Miami, FL
Past

March 8, 2016 - October 19, 2020

AZ APICE CAPITAL MANAGEMENT LLC

RIA
CRD#: 281973
MIAMI, FL
Past

February 17, 2016 - July 31, 2017

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
Miami, FL
Past

June 7, 2011 - March 6, 2015

CREAND MANAGEMENT

RIA
CRD#: 154894
MIAMI, FL
Past

April 28, 2011 - February 17, 2015

CREAND SECURITIES

BD
CRD#: 38964
MIAMI, FL
Past

June 9, 2010 - September 13, 2010

INTERBOLSA SECURITIES, LLC

BD
CRD#: 150715
MIAMI, FL
Past

June 1, 2009 - November 6, 2009

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

June 1, 2009 - November 6, 2009

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

April 27, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
MIAMI, FL
Past

January 26, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
MIAMI, FL
Past

January 20, 2005 - February 7, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

March 31, 1994 - August 24, 2004

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/6/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/25/1997
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/10/2010
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/3/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

IS
IWPF SECURITIES LLC
IWPF SECURITIES LLC

CRD#: 328645 / SEC#: , 8-71173

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
429 Lenox Avenue Suite 416, Miami Beach, FL 33139
Mailing Address
429 Lenox Avenue Suite 416, Miami Beach, FL 33139
Phone number
(917) 239-0408
Established
Florida since 09/01/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BRIKER, CHRISTIANNON EXECUTIVE OWNER7732280
BRITO, ROBERT MARTINCEO / CCO / POO / EXECUTIVE REPRESENTATIVE & MANAGING PARTNER2465126
GEORGE, KENNETH RONALDFINOP, PFO2643369

Red Flags

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.

Company Information

IWPF SECURITIES LLC

CRD#: 328645Miami Beach, FL 33139

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