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

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
LD

Luca Delena Cardoso De Mello

BRADESCO INVESTMENTS
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 7736555
LD

Professional summary

Luca Delena Cardoso De Mello, who also goes by Luca Cardoso De Mello, Luca Dc Mello, Luca Delenacardosodemello, Luca Delena C De Mello, Luca Mello, is a registered financial professional currently at BRADESCO INVESTMENTS INC. located in Coral Gables, Florida.

Luca is registered as a RR (Registered Representative) and started their career in finance in 2023. Luca has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Luca Cardoso De Mello | Luca Dc Mello | Luca Delenacardosodemello | Luca Delena C De Mello | Luca Mello

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 Luca Delena Cardoso De Mello'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

August 29, 2025 - Present

BRADESCO INVESTMENTS INC.

Office #1: 3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
BD
CRD#: 19453
Coral Gables, FL
Past

August 7, 2023 - August 7, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(8/29/2025)
RR
New York
(8/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/25/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BRADESCO INVESTMENTS INC.
BAC CORP. SECURITIES | BRADESCO INVESTMENTS INC. | BRADESCO BAC FLORIDA INVESTMENTS CORP. | BRADESCO BAC FLORIDA INVESTMENT CORP. | BAC FLORIDA INVESTMENTS CORP. | BAC FLORIDA INVESTMENTS | BAC CORP. SECURITIES AND INVESTMENT SERVICES

CRD#: 19453 / SEC#: , 8-37483

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
Mailing Address
3011 Ponce De Leon Blvd, Ph1, Coral Gables, FL 33134
Phone number
(305) 523-6510
Established
Florida since 11/14/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BRADESCO BANKSHAREHOLDER
GALINDO GNIBUS, DULCE MARIACHIEF COMPLIANCE OFFICER5172187
GOULART DA CUNHA, MAURICIO FRANCOHEAD OF BRADESCO INVESTMENTS5206904
VILLELA, CARLOS ALBERTOCHIEF ACCOUNTING OFFICER, FINOP5882274

Disclosures

Regulatory Event1

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

BRADESCO INVESTMENTS INC.

CRD#: 19453Coral Gables, FL 33134

TRUST BUT VERIFY

Monitor Luca Delena Cardoso De Mello

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.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.