LG
Lucas Goncalves
BRADESCO GLOBAL ADVISORS
Coral Gables, FL 33134
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CRD#: 7472789
LG
Professional summary
Lucas Goncalves is a registered financial advisor currently at BRADESCO GLOBAL ADVISORS located in Coral Gables, Florida and BRADESCO INVESTMENTS INC. located in Coral Gables, Florida.
Lucas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Lucas has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
-Miami Realty Solutions -Real Estate -15767 NE 18th Ave North Miami Beach 33162 -Real Estate -Real Estate Agent -11/06/2020 -Currently 2 -0 -Real Estate Agent -Bradesco Bank - Banking Industry - Investment Related: yes - Investment Counselor - 03/03/2025 - 120 Hours/Monthly and 120 Hours/Trading hours - Bradesco Global Advisor - 3011 Ponce de Leon Blvd. PH 1 Coral Gables 33134 - Financial Industry - Investment Related - Investment Advisor - 2025.03.05 - 120 Hours / Monthly- 120 Hours /Trading Hours
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Goncalves'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
April 4, 2025 - Present
BRADESCO GLOBAL ADVISORS
Office #1: 3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134RIA
CRD#: 134416
Coral Gables, FL
Current
March 10, 2025 - Present
BRADESCO INVESTMENTS INC.
Office #1: 3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134BD
CRD#: 19453
Coral Gables, FL
Past
January 18, 2024 - March 11, 2025
STONEX ADVISORS INC.
RIA
CRD#: 174182
Miami, FL
Past
May 12, 2023 - March 11, 2025
STONEX SECURITIES INC.
BD
CRD#: 18456
MIAMI, 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".
BG
BRADESCO GLOBAL ADVISORS
BAC GLOBAL ADVISORS | BRADESCO INVEST US | BRADESCO GLOBAL ADVISORS INC. | BRADESCO GLOBAL ADVISORS | BAC GLOBAL ADVISORS, INC.
CRD#: 134416 / SEC#: 801-123555
RIA
Registered Investment Advisory firm - (3/28/2022 Approved)Florida
Registered Investment Advisory firm - (3/30/2022 Terminated)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
Florida(3/10/2025)
IAR
Florida(4/4/2025)
RR
New York(3/10/2025)
RR
Tennessee(9/23/2025)
RR
Texas(3/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BG
BRADESCO GLOBAL ADVISORS
BAC GLOBAL ADVISORS | BRADESCO INVEST US | BRADESCO GLOBAL ADVISORS INC. | BRADESCO GLOBAL ADVISORS | BAC GLOBAL ADVISORS, INC.
CRD#: 134416 / SEC#: 801-123555
RIA
Registered Investment Advisory firm - (3/28/2022 Approved)Florida
Registered Investment Advisory firm - (3/30/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3011 Ponce De Leon Blvd Ph-1, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 523-6536
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,941 |
| AUM (Assets Under Management) | $ 172,709,474 |
Red Flags
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Company Information
BRADESCO GLOBAL ADVISORS
CRD#: 134416Coral Gables, FL 33134TRUST BUT VERIFY
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