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Henrique Ponse Cardoso

BRADESCO GLOBAL ADVISORS
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 5081983
HP

Professional summary

Henrique Ponse Cardoso, who also goes by Henrique Ponse Cardoso, Henrique Ponse Cardoso, is a registered financial advisor currently at BRADESCO GLOBAL ADVISORS located in Coral Gables, Florida and BRADESCO INVESTMENTS INC. located in Coral Gables, Florida.

Henrique is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Henrique has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 57TO, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Henrique Ponse Cardoso | Henrique Ponse Cardoso

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) - RIA

Click below to view Henrique Ponse Cardoso'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

March 24, 2026 - Present

BRADESCO GLOBAL ADVISORS

Office #1: 3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134
RIA
CRD#: 134416
Coral Gables, FL
Current

March 12, 2026 - Present

BRADESCO INVESTMENTS INC.

Office #1: 3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
BD
CRD#: 19453
Coral Gables, FL
Past

December 26, 2024 - March 3, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Miami, FL
Past

December 24, 2024 - March 3, 2026

MORGAN STANLEY

BD
CRD#: 149777
Miami, FL
Past

January 1, 2024 - May 8, 2024

CANACCORD GENUITY LLC

BD
CRD#: 1020
Miami, FL
Past

December 10, 2013 - November 6, 2019

XP INVESTMENTS US, LLC

BD
CRD#: 156691
MIAMI, FL
Past

December 17, 2012 - January 31, 2013

TRADEWIRE SECURITIES LLC

BD
CRD#: 142348
CORAL GABLES, FL
Past

December 12, 2012 - November 19, 2013

STONEX FINANCIAL INC.

BD
CRD#: 45993
MIAMI, FL
Past

January 6, 2011 - December 17, 2012

TRADEWIRE SECURITIES LLC

BD
CRD#: 142348
CORAL GABLES, FL
Past

December 10, 2007 - December 8, 2010

BULLTICK, LLC

BD
CRD#: 104005
SAO PAULO, S.P.,
Past

February 7, 2006 - June 18, 2007

BULLTICK, LLC

BD
CRD#: 104005
SAO PAULO, S.P.,

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".
BG
BRADESCO GLOBAL ADVISORS
BAC GLOBAL ADVISORS | BRADESCO INVEST US | BRADESCO GLOBAL ADVISORS INC. | BRADESCO GLOBAL ADVISORS | BAC GLOBAL ADVISORS, INC.

CRD#: 134416 / SEC#: 801-123555

RIA
Registered Investment Advisory firm - (3/28/2022 Approved)
Florida
Registered Investment Advisory firm - (3/30/2022 Terminated)

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

RR
Florida
(3/12/2026)
IAR
Florida
(3/24/2026)
RR
New York
(3/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57TO
Date: 12/19/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 55
Date: 12/15/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 2/6/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/19/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BG
BRADESCO GLOBAL ADVISORS
BAC GLOBAL ADVISORS | BRADESCO INVEST US | BRADESCO GLOBAL ADVISORS INC. | BRADESCO GLOBAL ADVISORS | BAC GLOBAL ADVISORS, INC.

CRD#: 134416 / SEC#: 801-123555

RIA
Registered Investment Advisory firm - (3/28/2022 Approved)
Florida
Registered Investment Advisory firm - (3/30/2022 Terminated)
PREMIUM
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Contact information

Main Address
3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 523-6536
Established
Firm type
Fiscal year end
# of Employees
18

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

BRADESCO GLOBAL ADVISORS WRAP FEE PROGRAM (2/19/2025)
BRADESCO GLOBAL ADVISORS INC. (2/19/2025)

Regulatory assets under management

Total Number of Accounts1,941
AUM (Assets Under Management)$ 172,709,474

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

BRADESCO GLOBAL ADVISORS

CRD#: 134416Coral Gables, FL 33134

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