AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RB

Robert M. Brito

BRB FINANZ USA
Sunrise, FL
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 advisor currently at BRB FINANZ USA located in Sunrise, Florida and MURPHY CLARKE WILLIAMS & STONE LLC located in Coral Gables, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
1. Part-Time role with this un-related Adviser as its Chief Compliance officer 2. CCO with BRB Finanz USA 3. As a Managing Partner, CEO of Broker Dealer under CRD: 328645 (IWPF Securities LLC. This is a related entity under common control to BRB Finanz USA CRD 325760. Also, I separately have an Independent Consultant Business for Compliance and Regulatory Matters in Investment related areas for other unrelated Firms seeking regulatory advice in the United States.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

August 28, 2023 - Present

BRB FINANZ USA

RIA
CRD#: 325760
Sunrise, FL
Current

April 29, 2024 - Present

MURPHY CLARKE WILLIAMS & STONE LLC

Office #1: 2222 Ponce De Leon Blvd Suite 503, Coral Gables, FL 33134
RIA
CRD#: 330290
CORAL GABLES, FL
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

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

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRB FINANZ USA
BRB FINANZ USA | BRB FINANZ USA, LLC

CRD#: 325760 / SEC#: 801-128246

RIA
Registered Investment Advisory firm - (8/2/2023 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/28/2023)

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

BF
BRB FINANZ USA
BRB FINANZ USA | BRB FINANZ USA, LLC

CRD#: 325760 / SEC#: 801-128246

RIA
Registered Investment Advisory firm - (8/2/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Miami Beach, FL
Mailing Address
Phone number
(305) 954-2020
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRB FINANZ USA ADVISORY BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 260,994,927

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

BRB FINANZ USA

CRD#: 325760Sunrise, FL

TRUST BUT VERIFY

Monitor Robert Brito

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.