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CS

Claudia N. Salles

VITA INVESTIMENTOS
Celebration, FL 34747
Some features on this profile are disabled
CRD#: 5427357
CS

Professional summary

Claudia Negrini Salles, who also goes by Claudia N Salles, Claudia Negrimi Salles, is a registered financial advisor currently at VITA INVESTIMENTOS located in Celebration, Florida.

Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Claudia has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Claudia N Salles | Claudia Negrimi Salles

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.
Vita Investimentos. Investment Related. Address: Rua Iguatemi, 354, 8� andar, Itaim Bibi | S�o Paulo-SP | Brasil. Nature: investment advise for Brazilian clients. Position: IAR, acquiring a .1% interest. Start Date: APril 2020. 50% of time during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Claudia Negrini Salles'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

July 2, 2020 - Present

VITA INVESTIMENTOS

Office #1: 1420 Celebration Blvd. Suite 200, Celebration, FL 34747
RIA
CRD#: 308086
Celebration, FL
Past

November 28, 2007 - November 4, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
SAO PAULO,

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
(7/2/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/6/2019
Uniform Investment Adviser Law Examination

Current Firm

VI
VITA INVESTIMENTOS
TORI | VITA INVESTIMENTOS | VITA ADVISORS, LLC

CRD#: 308086 / SEC#:

Florida
Registered Investment Advisory firm - (7/2/2020 Approved)
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Contact information

Main Address
1420 Celebration Blvd. Suite 200, Celebration, FL 34747
Mailing Address
Phone number
(407) 433-0790
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

VITA INVESTIMENTOS

CRD#: 308086Celebration, FL 34747

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