FM
Felipe Marcilio
INTER ADVISORS
MIAMI, FL 33131
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CRD#: 7350536
FM
Professional summary
Felipe Marcilio, who also goes by Felipe Themudo Lessa Marcilio, is a registered financial advisor currently at INTER ADVISORS LLC located in Miami, Florida and INTER&CO SECURITIES LLC located in Miami, Florida.
Felipe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Felipe has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Felipe Themudo Lessa Marcilio
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.
CRS (Client Relationship Summary) - RIA
Click below to view Felipe Marcilio'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®
NoneExperience
Current
November 13, 2025 - Present
INTER ADVISORS LLC
Office #1: 501 Brickell Key Drive Suite 202, Miami, FL 33131RIA
CRD#: 336420
MIAMI, FL
Current
September 26, 2025 - Present
INTER&CO SECURITIES LLC
Office #1: 501 Brickell Key Drive, Suite 201, Miami, FL 33131BD
CRD#: 317278
Miami, FL
Past
July 10, 2021 - April 30, 2025
BRADESCO INVESTMENTS INC.
BD
CRD#: 19453
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTER ADVISORS LLC
INTER ADVISORS LLC
CRD#: 336420 / SEC#: 801-133902
RIA
Registered Investment Advisory firm - (7/18/2025 Approved)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/26/2025)
RR
Alaska(9/26/2025)
RR
Arizona(9/26/2025)
RR
Arkansas(9/26/2025)
RR
California(9/26/2025)
RR
Colorado(9/26/2025)
RR
Connecticut(9/26/2025)
RR
Delaware(9/26/2025)
RR
District of Columbia(9/26/2025)
RR
Florida(9/26/2025)
IAR
Florida(11/13/2025)
RR
Georgia(9/26/2025)
RR
Hawaii(9/26/2025)
RR
Idaho(9/26/2025)
RR
Illinois(9/26/2025)
RR
Indiana(9/26/2025)
RR
Iowa(9/26/2025)
RR
Kansas(9/26/2025)
RR
Kentucky(9/26/2025)
RR
Louisiana(9/26/2025)
RR
Maine(9/26/2025)
RR
Maryland(9/26/2025)
RR
Massachusetts(9/26/2025)
RR
Michigan(9/26/2025)
RR
Minnesota(9/26/2025)
RR
Mississippi(9/26/2025)
RR
Missouri(9/26/2025)
RR
Montana(9/26/2025)
RR
Nebraska(9/26/2025)
RR
Nevada(9/26/2025)
RR
New Hampshire(9/26/2025)
RR
New Jersey(9/26/2025)
RR
New Mexico(9/26/2025)
RR
New York(9/26/2025)
RR
North Carolina(9/26/2025)
RR
North Dakota(9/26/2025)
RR
Ohio(9/26/2025)
RR
Oklahoma(9/26/2025)
RR
Oregon(9/26/2025)
RR
Pennsylvania(9/26/2025)
RR
Puerto Rico(9/26/2025)
RR
Rhode Island(9/26/2025)
RR
South Carolina(9/26/2025)
RR
South Dakota(9/26/2025)
RR
Tennessee(9/26/2025)
RR
Texas(9/26/2025)
RR
Utah(9/26/2025)
RR
Vermont(9/26/2025)
RR
Virgin Islands(9/26/2025)
RR
Virginia(9/26/2025)
RR
Washington(9/26/2025)
RR
West Virginia(9/26/2025)
RR
Wisconsin(9/26/2025)
RR
Wyoming(9/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INTER ADVISORS LLC
INTER ADVISORS LLC
CRD#: 336420 / SEC#: 801-133902
RIA
Registered Investment Advisory firm - (7/18/2025 Approved)PREMIUM
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Contact information
Main Address
501 Brickell Key Drive Suite 202, Miami, FL 33131
Mailing Address
Phone number
(888) 305-7264
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTER ADVISORS LLC
CRD#: 336420Miami, FL 33131TRUST BUT VERIFY
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