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FR

Fabio K. Ramalho

BRASIL PLURAL INVESTMENT ADVISOR LLC
SCARSDALE, NY
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CRD#: 4885967
FR

Professional summary


Fabio Kauss Ramalho, who also goes by Fabio K Ramalho, is a registered financial advisor currently at BRASIL PLURAL INVESTMENT ADVISOR LLC located in Scarsdale, New York and BRASIL PLURAL SECURITIES LLC located in New York, New York.

Fabio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Fabio has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Fabio K Ramalho

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.
NAGRO (AGRITECH FIRM LOCATED IN UBERLANDIA, BRAZIL) INDEPENDENT MEMBER OF FINANCE COMMITTEE - START: JANUARY 2024 - TIME DEDICATED: 2 HOURS PER MONTH

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Fabio Kauss Ramalho'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

October 30, 2024 - Present

BRASIL PLURAL INVESTMENT ADVISOR LLC

RIA
CRD#: 288563
SCARSDALE, NY
Current

December 19, 2024 - Present

BRASIL PLURAL SECURITIES LLC

Office #1: 950 Third Avenue Suite 1702, New York, NY 10022
BD
CRD#: 159384
New York, NY
Past

October 23, 2009 - October 12, 2010

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 24, 2005 - October 29, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 18, 2005 - March 23, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY

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.
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

IAR
New York
(10/30/2024)
RR
New York
(12/19/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/4/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/19/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BRASIL PLURAL INVESTMENT ADVISOR LLC
BRASIL PLURAL INVESTMENT ADVISOR LLC | PLURAL ADVISORS

CRD#: 288563 / SEC#: 801-134618

Florida
Registered Investment Advisory firm - (2/28/2018 Approved)
New York
Registered Investment Advisory firm - (1/31/2018 Approved)
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Contact information


Main Address
2601 S. Bayshore Drive Suite 1205, Miami, FL 33133
Mailing Address
Phone number
(305) 904-9496
Established
Firm type
Fiscal year end
# of Employees
12

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRASIL PLURAL INVESTMENT ADVISOR BROCHURE (9/23/2025)

Regulatory assets under management


Total Number of Accounts203
AUM (Assets Under Management)$ 104,577,869

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


BRASIL PLURAL INVESTMENT ADVISOR LLC

CRD#: 288563Scarsdale, NY

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