Itau Bba USA Securities, Inc.
● SEC registered since 2023CRD 118817SEC# 801-128491New York, NY
Reg. AUM
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Employees
38
Accounts
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Location
New York, NY
Itau Bba USA Securities, Inc. assets under management
Itau Bba USA Securities, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It employs 38 people.
Itau Bba USA Securities, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Felipe Weil Wilberg Control | Director | Under 5% | 2016 |
| Itb Holding Brasil Participac?es Ltd Control | Direct Owner | Over 75% | 2015 |
| Julia Chen McClanan Control | Director | Under 5% | 2026 |
| Kenneth Ray Goodall Control | Chief Compliance Officer | Under 5% | 2020 |
| Leonard Bruno Linnet Control | Director | Under 5% | 2024 |
| Matthew Gardner Dukes Control | Executive Representative | Under 5% | 2024 |
| Michael Gerard Glynn | Finop | Under 5% | 2025 |
| Itau Unibanco Holding S.A. Control | Indirect Owner | Over 75% | 2001 |
| Itau Unibanco S.A. Control | Indirect Owner | Over 75% | 2001 |
Frequently asked questions
How many employees does Itau Bba USA Securities, Inc. have?
Itau Bba USA Securities, Inc. reports 38 employees.
Where is Itau Bba USA Securities, Inc. located?
Itau Bba USA Securities, Inc. is based in New York, NY and has been SEC-registered since 2023.
Does Itau Bba USA Securities, Inc. disclose fund performance?
Itau Bba USA Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 599 Lexington Ave, 34th Floor, New York, NY 10022 |
| Phone | 212-845-0600 |
| Office hours | 9:00 a.m. - 6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 15%
More than 85% of 16,824 advisers