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JM

Juliano C. Mangialardo

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CRD#: 5636446
JM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Juliano Caesar Mangialardo was a registered financial professional .

Juliano is a previously registered financial professional and started their career in finance in 2012. Juliano had worked at 2 firms and has passed the Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 15, 2021 - March 7, 2025

BRADESCO INVESTMENTS INC.

BD
CRD#: 19453
CORAL GABLES, FL
Past

July 9, 2019 - September 11, 2019

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

September 24, 2012 - July 24, 2017

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 7/24/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2012
General Securities Representative Examination

Current Firm

BI
BRADESCO INVESTMENTS INC.
BAC CORP. SECURITIES | BRADESCO INVESTMENTS INC. | BRADESCO BAC FLORIDA INVESTMENTS CORP. | BRADESCO BAC FLORIDA INVESTMENT CORP. | BAC FLORIDA INVESTMENTS CORP. | BAC FLORIDA INVESTMENTS | BAC CORP. SECURITIES AND INVESTMENT SERVICES

CRD#: 19453 / SEC#: , 8-37483

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

Main Address
3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
Mailing Address
3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
Phone number
(305) 523-6510
Established
Florida since 11/14/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 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#
BRADESCO BANKSHAREHOLDER
GALINDO GNIBUS, DULCE MARIACHIEF COMPLIANCE OFFICER5172187
GOULART DA CUNHA, MAURICIO FRANCOHEAD OF BRADESCO INVESTMENTS5206904
VILLELA, CARLOS ALBERTOCHIEF ACCOUNTING OFFICER, FINOP5882274

Disclosures

Regulatory Event1

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 INVESTMENTS INC.

CRD#: 19453

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