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JC

Juliana M. Capela

ITAU INTERNATIONAL SECURITIES
MIAMI, FL 33131
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CRD#: 6168176
JC
Juliana M Capela MsITAU INTERNATIONAL SECURITIES

Professional summary

Juliana M Capela Ms, who also goes by Juliana M Capela, Juliana Moreira Capela, is a registered financial professional currently at ITAU INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Juliana is registered as a RR (Registered Representative) and started their career in finance in 2013. Juliana has worked at 7 firms and has passed the SIE and Series 99 exams.

Aliases

Juliana M Capela | Juliana Moreira Capela

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) - BD

Click below to view Juliana M Capela Ms'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

August 11, 2026 - Present

ITAU INTERNATIONAL SECURITIES INC.

Office #1: 200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131Office #2: 200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131
RIA
BD
CRD#: 144769
MIAMI, FL
Past

April 1, 2021 - August 14, 2026

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
Miami, FL
Past

October 13, 2020 - February 22, 2021

ACP SECURITIES, LLC

BD
CRD#: 139049
MIAMI, FL
Past

July 31, 2019 - September 24, 2020

MARIVA CAPITAL MARKETS, LLC

BD
CRD#: 156171
MIAMI, FL
Past

October 16, 2018 - July 24, 2019

BRICKELL GLOBAL MARKETS, INC.

BD
CRD#: 104316
MIAMI, FL
Past

July 15, 2015 - July 28, 2017

SAFRA SECURITIES LLC

BD
CRD#: 47873
AVENTURA, FL
Past

June 5, 2013 - June 15, 2015

BANCO DO BRASIL SECURITIES LLC

BD
CRD#: 132701
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
SIE
Date: 7/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 6/3/2013
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

II
ITAU INTERNATIONAL SECURITIES INC.
ITAU EUROPA SECURITIES INC. | ITAU SECURITIES | ITAU INTERNATIONAL SECURITIES INC.

CRD#: 144769 / SEC#: 801-112301, 8-67674

RIA
Registered Investment Advisory firm - SEC (7/22/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (7/19/2022 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131
Mailing Address
200 S. Biscayne Blvd. Suite 2200, Miami, FL 33131
Phone number
(305) 416-7813
Established
Delaware since 03/08/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
35

FINRA licenses (5 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ITAU BBA INTERNATIONAL PLCDIRECT OWNER
AAGESEN, MARCELODIRECTOR - EXECUTIVE REPRESENTATIVE - HEAD OF MARKETS6905674
BALTOVSKI, ALEXANDERPRINCIPAL OPERATIONS OFFICER2350828
BEYRUTI, FERNANDO MATTARDIRECTOR AND CHAIRMAN6629310
BRITO DE LIMA, MARCIOHEAD INVESTOR6954691
COHEN, ALAN MARCELHEAD TRADER6921752
DE OLIVEIRA MARQUES, FERNANDO LUIZHEAD OF COMMERCIAL7861011
GAITAN, SARA CATALINACHIEF COMPLIANCE OFFICER AND ANTI-MONEY LAUNDERING COMPLIANCE OFFICER4733588
GAMBA, THIAGO DA SILVACHIEF COMPLIANCE OFFICER - ITAU PRIVATE BANK MIAMI6622732
GLYNN, MICHAEL GERARDCHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER3219445
MOREIRA, PERCY AUGUSTODIRECTOR4882443

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 56,559,226

Red Flags

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Company Information

ITAU INTERNATIONAL SECURITIES INC.

CRD#: 144769Miami, FL 33131

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