CS
Claudio Skilnik
BALUARTE CAPITAL US
SÃO PAULO, 05402-600
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CRD#: 6025611
CS
Professional summary
Claudio Skilnik is a registered financial advisor currently at BALUARTE CAPITAL US .
Claudio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Claudio has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Claudio Skilnik'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®
NoneExperience
Current
July 24, 2025 - Present
BALUARTE CAPITAL US
Office #1: Av. Rebouças 3084, Cj 31, São Paulo 05402-600RIA
CRD#: 328830
SÃO 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(7/24/2025)
Exams
Current Firm
BC
BALUARTE CAPITAL US
BALUARTE CAPITAL US | BALUARTE CAPITAL US, LLC | BALUARTE CAPITAL US LLC
CRD#: 328830 / SEC#:
Florida
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Contact information
Main Address
9734 Tapestry Park Circle #275, Jacksonville, FL 32246
Mailing Address
Phone number
(904) 603-0149
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 19,153,390 |
Red Flags
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Company Information
BALUARTE CAPITAL US
CRD#: 328830São Paulo 05402-600TRUST BUT VERIFY
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