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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JD

John Debrito

BALANZ
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 7367627
JD

Professional summary

John Debrito, who also goes by John Anthony Debrito, is a registered financial advisor currently at BALANZ located in Coral Gables, Florida and BALANZ CAPITAL USA LLC located in Coral Gables, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. John has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Anthony Debrito

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 John Debrito'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

March 23, 2026 - Present

BALANZ

Office #1: 2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134
RIA
CRD#: 322263
Coral Gables, FL
Current

April 1, 2026 - Present

BALANZ CAPITAL USA LLC

Office #1: 2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
BD
CRD#: 325914
CORAL GABLES, FL
Past

March 2, 2026 - March 20, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
MIAMI, FL
Past

January 7, 2025 - March 20, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MIAMI, FL
Past

June 2, 2021 - July 19, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Acton, MA

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".
BA
BALANZ
BALANZ | BALANZ ADVISORS LLC | BALANZ ADVISORS

CRD#: 322263 / SEC#: 801-126818

RIA
Registered Investment Advisory firm - (11/2/2022 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

IAR
Florida
(3/23/2026)
RR
Florida
(4/1/2026)
RR
Rhode Island
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/2/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/17/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BALANZ
BALANZ | BALANZ ADVISORS LLC | BALANZ ADVISORS

CRD#: 322263 / SEC#: 801-126818

RIA
Registered Investment Advisory firm - (11/2/2022 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134
Mailing Address
Phone number
(786) 687-4066
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALANZ FORM ADV II 3-31-2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 165,284,564

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.

Company Information

BALANZ

CRD#: 322263Coral Gables, FL 33134

TRUST BUT VERIFY

Monitor John Debrito

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Noah Philip Alweiss
Noah AlweissAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Miami, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.