AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KS

Karla Goncalves Silva

BB SECURITIES
MIAMI, FL
·CRD# 6871496·13 years experience

Professional Summary

Karla Goncalves Silva, who also goes by Karla G Silva, Karla Silva-nathan, is a registered financial advisor currently at BB SECURITIES located in Miami, Florida. Karla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Karla has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Karla G Silva, Karla Silva-Nathan

Blog Corner

More Resources

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Years of Experience

13 years in the financial services industry

Current & Past Employments

Current

BB SECURITIESCurrent·CRD# 132701
RIA
BD
1. 2 South Biscayne Blvd. Suite #3150, Miami, FL 331312. 2 South Biscayne Blvd. Suite #3150, Miami, FL 331313. Miami, FL4. 2 South Biscayne Blvd., Suite 2480, Miami, FL 33131
February 18, 2026 - Present
BB SECURITIESCurrent·CRD# 132701
RIA
BD
1. 2 South Biscayne Blvd. Suite #3150, Miami, FL 331312. 2 South Biscayne Blvd. Suite #3150, Miami, FL 331313. 2 South Biscayne Blvd., Suite 2480, Miami, FL 33131
February 5, 2026 - Present

Past

RAYMOND JAMES & ASSOCIATES, INC.Past·CRD# 705
RIA
Coral Gables, FL
December 10, 2024 - January 12, 2026
RAYMOND JAMES & ASSOCIATES, INC.Past·CRD# 705
BD
Coral Gables, FL
October 24, 2023 - January 12, 2026
MORGAN STANLEYPast·CRD# 149777
RIA
Coral Gables, FL
July 29, 2022 - October 17, 2023
MORGAN STANLEYPast·CRD# 149777
BD
Coral Gables, FL
July 29, 2022 - October 17, 2023
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
Coral Gables, FL
April 19, 2022 - July 14, 2022
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Coral Gables, FL
May 27, 2021 - July 14, 2022
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
BD
Miami, FL
October 3, 2019 - May 14, 2021
EFG CAPITAL INTERNATIONALPast·CRD# 40118
BD
Miami, FL
January 22, 2018 - September 9, 2019

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Current Firm

BS
BB SECURITIES

BANCO DO BRASIL SECURITIES LLC | BB SECURITIES

CRD#: 132701 / SEC#: 8-66625
Florida
Registered Investment Advisory firm - SEC (9/6/2022 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

Mailing Address

2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

Phone Number

(407) 608-1780

Established

New York since 07/12/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

11

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BANCO DO BRASIL S.A.SOLE MEMBER—
ABREU, JULIANO MARCATTO DEMEMBER OF THE BOARD OF DIRECTORS7971425
FRANCA, MELISSA BUENOCHIEF COMPLIANCE OFFICER & AMLCO5185735
GOMES DA SILVA, MARCELO HENRIQUEMEMBER OF THE BOARD OF DIRECTORS8315019
INCERROMEO, MARIA ESTIBALIZCHIEF INVESTMENT OFFICER5885341
MOREIRA, JEFERSON MUNHOZCHIEF OPERATING OFFICER5083219
PERRONE LOPES, MARIO ROBERTOMEMBER OF THE BOARD OF DIRECTORS8262918
PORTNOFF, DAVID ROSSFINANCIAL OPERATIONS PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER2977967
RIOS NOGALES GARCES, FABIO LUISPRINCIPAL OPERATIONS OFFICER5788772
ROSSI, GUILHERME ALEXANDREMEMBER OF THE BOARD OF DIRECTORS7824752
SILVA ROSOSTOLATO, DIOGOCHIEF EXECUTIVE OFFICER7629292
VEZZARO, JULIO CESARMEMBER OF THE BOARD OF DIRECTORS7425235
0

Disclosures

Civil Event

1

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/9/2026)
RR
California
(7/9/2026)
RR
Colorado
(7/9/2026)
RR
Delaware
(7/9/2026)
RR
District of Columbia
(7/9/2026)
RR
Florida
(2/5/2026)
IAR
Florida
(2/18/2026)
RR
Georgia
(7/9/2026)
RR
Indiana
(7/9/2026)
RR
Maryland
(7/9/2026)
RR
Minnesota
(7/9/2026)
RR
New York
(7/9/2026)
RR
Texas
(7/9/2026)
RR
Virginia
(7/9/2026)
RR
Washington
(7/9/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2018About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Jun 2013About the Series 3 exam
FINRA
SRO Registrations

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Karla Goncalves Silva's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Karla Goncalves Silva's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#