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DD

Daniella M. De Vasconcellos

SAFRA SECURITIES LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4447576
DD

Professional summary

Daniella Marcusso De Vasconcellos, who also goes by Daniella De Vasconcellos, Daniella Marcusso De Vasconcellos, is a registered financial professional currently at SAFRA SECURITIES LLC located in Miami, Florida.

Daniella is registered as a RR (Registered Representative) and started their career in finance in 2001. Daniella has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniella De Vasconcellos | Daniella Marcusso De Vasconcellos

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.
Name: Marcusso Consulting LLC. Business is NON investment-related. Address: 382 NE 191st Street #95199 Nature of the Business: Communication Consulting, mainly oral preparation for speeches and conferences. Position: Founder Title: Senior Consultant Start date of relationship: Oct. 2014 Approximate number or hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 0 Duties : Prepare clients to major speeches , talks or conferences they are going to participate on. I provide advice on dialectic and oratory principles, and use psychology and neuroscience principles to maximize impact. Basically, how to create high impact presentations, how to write an impactful script and how to deliver a powerful talk.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniella Marcusso De Vasconcellos'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

May 30, 2024 - Present

SAFRA SECURITIES LLC

Office #1: 1221 Brickell Avenue Suite 500, Miami, FL 33131
BD
CRD#: 47873
Miami, FL
Past

November 21, 2019 - April 5, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

November 4, 2019 - November 20, 2019

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

August 12, 2019 - April 5, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

August 12, 2019 - April 5, 2024

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
Miami, FL
Past

October 1, 2015 - July 5, 2019

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
Miami, FL
Past

October 1, 2008 - November 6, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI, FL
Past

October 26, 2005 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
MIAMI, FL
Past

October 18, 2001 - September 21, 2004

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/15/2024)
RR
Delaware
(11/15/2024)
RR
Florida
(5/30/2024)
RR
New York
(5/30/2024)
RR
Texas
(11/15/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/31/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/22/2001
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SAFRA SECURITIES LLC
SAFRA SECURITIES CORPORATION | SAFRA SECURITIES LLC

CRD#: 47873 / SEC#: , 8-51935

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

Main Address
546 Fifth Ave, New York, NY 10036
Mailing Address
546 Fifth Ave, New York, NY 10036
Phone number
(212) 704-5500
Established
Delaware since 12/31/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (45 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SAFRA NATIONAL BANK OF NEW YORKSOLE SHAREHOLDER
BONFIM, CARLOS CESAR BERTACODIRECTOR
COLOMBO, RAFAELODIRECTOR6054935
DIBIASI, ANTHONYFINOP6435706
GRUNWALD, MARK STEVENDIRECTOR & PRESIDENT3262204
JAVIER, SIGMUND PETERDIRECTOR6002619
MCCARTHY, GERARD THOMASCHIEF COMPLIANCE OFFICER3121615
MORATO, SIMONI PASSOSDIRECTOR5568481
OSWALD, THOMAS FRANCISCHIEF OPERATIONS OFFICER/ PRINCIPAL OPERATIONS OFFICER1828798
YOU, SANG MIN JIMMYCHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER6693855

Disclosures

Regulatory Event2
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

SAFRA SECURITIES LLC

CRD#: 47873Miami, FL 33131

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