Luiz Augusto Baasch Pacheco

ITAU INTERNATIONAL SECURITIES

Miami, FL 33131

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CRD#: 6579674

Professional summary

Luiz Augusto Baasch Pacheco, CFA, CFP®, who also goes by Luiz Pacheco, Luiz Augusto Pacheco, is a registered financial professional currently at ITAU INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Luiz Augusto is registered as a RR (Registered Representative) and started their career in finance in 2016. Luiz Augusto has worked at 3 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Luiz Pacheco | Luiz Augusto Pacheco

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 Luiz Augusto Baasch Pacheco'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

March 7, 2024 - 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

CRD#: 144769

Miami, FL

Past

June 27, 2019 - June 26, 2023

BRAINVEST WEALTH MANAGEMENT LLC

RIA

CRD#: 289743

MIAMI, FL

Past

May 6, 2016 - May 1, 2021

INVA CAPITAL WEALTH MANAGEMENT LLC

RIA

CRD#: 281459

MIAMI, FL

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(3/7/2024)

Exams

General Industry/Product Exam

Series 7TO

Date: 3/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/19/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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)

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

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

FINRA licenses (5 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
ITAU BBA INTERNATIONAL PLC	DIRECT OWNER
AAGESEN, MARCELO	DIRECTOR - EXECUTIVE REPRESENTATIVE - HEAD OF MARKETS	6905674
BALTOVSKI, ALEXANDER	PRINCIPAL OPERATIONS OFFICER	2350828
BEYRUTI, FERNANDO MATTAR	DIRECTOR AND CHAIRMAN	6629310
BRITO DE LIMA, MARCIO	HEAD INVESTOR	6954691
COHEN, ALAN MARCEL	HEAD TRADER	6921752
DE OLIVEIRA MARQUES, FERNANDO LUIZ	HEAD OF COMMERCIAL	7861011
GAITAN, SARA CATALINA	CHIEF COMPLIANCE OFFICER AND ANTI-MONEY LAUNDERING COMPLIANCE OFFICER	4733588
GAMBA, THIAGO DA SILVA	CHIEF COMPLIANCE OFFICER - ITAU PRIVATE BANK MIAMI	6622732
GLYNN, MICHAEL GERARD	CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER	3219445
MOREIRA, PERCY AUGUSTO	DIRECTOR	4882443

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 56,559,226

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Luiz Augusto Baasch Pacheco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Luiz Augusto Baasch Pacheco's CRS (Customer Relationship Summary).

Certified licenses

Experience

ITAU INTERNATIONAL SECURITIES INC.

BRAINVEST WEALTH MANAGEMENT LLC

INVA CAPITAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 3/7/2024

SIE

Date: 10/19/2023

FINRA

Current Firm

ITAU INTERNATIONAL SECURITIES INC.

Contact information

FINRA licenses (5 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

ITAU INTERNATIONAL SECURITIES INC.

TRUST BUT VERIFY

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