Gianlucca Massa

ITAU INTERNATIONAL SECURITIES

Miami, FL 33131

Some features on this profile are disabled

CRD#: 7025400

Professional summary

Gianlucca Massa is a registered financial professional currently at ITAU INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Gianlucca is registered as a RR (Registered Representative) and started their career in finance in 2019. Gianlucca has worked at 10 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Gianlucca Massa'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

November 4, 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

November 16, 2022 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 15, 2022 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

November 15, 2022 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

November 15, 2022 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

November 15, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

November 15, 2022 - October 25, 2024

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 6, 2022 - September 20, 2022

EFG CAPITAL INTERNATIONAL

CRD#: 40118

MIAMI, FL

Past

August 19, 2021 - July 7, 2022

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

April 11, 2019 - September 11, 2020

BBVA SECURITIES INC.

CRD#: 27060

NEW YORK, NY

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
(11/4/2024)

Exams

General Industry/Product Exam

Series 7TO

Date: 4/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/24/2019

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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gianlucca Massa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gianlucca Massa's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

OSAIC SERVICES, INC.

FSC SECURITIES CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

TRIAD ADVISORS LLC

OSAIC WEALTH, INC.

EFG CAPITAL INTERNATIONAL

INSIGNEO SECURITIES, LLC

BBVA SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 7TO

Date: 4/11/2019

SIE

Date: 1/24/2019

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

Similar Advisors