Martim G. Quayat

MINNEWASHTA RIO

Shorewood, MN

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CRD#: 6169581

Professional summary

Martim Gustavo Quayat is a registered financial advisor currently at MINNEWASHTA RIO, LLC located in Shorewood, Minnesota.

Martim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Martim has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martim Gustavo Quayat'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

January 26, 2023 - Present

MINNEWASHTA RIO, LLC

RIA

CRD#: 324182

Shorewood, MN

Past

June 30, 2015 - March 16, 2018

ITAU INTERNATIONAL SECURITIES INC.

CRD#: 144769

MIAMI, FL

Past

May 10, 2013 - August 6, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

April 10, 2013 - August 6, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Minnesota
(1/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2013

General Securities Representative Examination

Current Firm

MINNEWASHTA RIO, LLC

CRD#: 324182 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/26/2023 Approved)

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Contact information

Main Address

Shorewood, MN

Mailing Address

Phone number

(786) 682-8887

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 740,877

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.

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Martim G. Quayat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martim Gustavo Quayat's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINNEWASHTA RIO, LLC

ITAU INTERNATIONAL SECURITIES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/13/2013

SIE

Date: 3/16/2018

Series 7

Date: 4/9/2013

Current Firm

MINNEWASHTA RIO, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MINNEWASHTA RIO, LLC

TRUST BUT VERIFY

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