Marcelo D. Oliveira

ARTEMIS CAPITAL PARTNERS LLC

Miami, FL 33131

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CRD#: 7641089

Professional summary

Marcelo De Souza Oliveira is a registered financial advisor currently at ARTEMIS CAPITAL PARTNERS LLC located in Miami, Florida and AVENUE SECURITIES LLC located in Miami, Florida.

Marcelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Marcelo has worked at 2 firms and has passed the 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.

I am a silent partner of Quantzed Cursos, Ltda, a startup educational company focused on Investment and Financial Markets online training. Quantzed cursos is not an Investment Advisor and does not give individual investment advice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcelo De Souza Oliveira'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®

None

Experience

Current

March 20, 2023 - Present

ARTEMIS CAPITAL PARTNERS LLC

Office #1: 201 S. Biscayne Blvd Suite 1200, Miami, FL 33131

RIA

CRD#: 323317

Miami, FL

Current

July 14, 2025 - Present

AVENUE SECURITIES LLC

Office #1: 2601 S Bayshore Drive Suite 1100, Miami, FL 33133

CRD#: 292589

Miami, FL

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.

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
(3/20/2023)

Florida
(7/14/2025)

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

General Industry/Product Exam

Series 7TO

Date: 7/14/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/27/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ARTEMIS CAPITAL PARTNERS LLC

ARTEMIS CAPITAL PARTNERS LLC | QUANTZED INVEST, LLC | QUANTZED INVEST

CRD#: 323317 / SEC#:

Florida

Registered Investment Advisory firm - (3/20/2023 Approved)

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Contact information

Main Address

201 S. Biscayne Blvd Suite 1200, Miami, FL 33131

Mailing Address

Phone number

(866) 547-0996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 3,579,372

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.

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Marcelo D. Oliveira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcelo De Souza Oliveira's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARTEMIS CAPITAL PARTNERS LLC

AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 7/14/2025

SIE

Date: 5/27/2025

FINRA

Current Firm

ARTEMIS CAPITAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARTEMIS CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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