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Alberto Satoshi Tani

ITAU INTERNATIONAL SECURITIES INC.·MIAMI, Florida
SIE, Series 3, Series 4, Series 7, Series 24, Series 57, Series 63CFAClean record2 years registeredITAU INTERNATIONAL SECURITIES INC.
200 S. BISCAYNE BLVD, MIAMI, FL 33131CRD# 6906095Firm CRD# 144769

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alberto Satoshi Tani · MIAMI, FL
Registration
CRD #6906095 · ITAU INTERNATIONAL SECURITIES INC. · 2 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 57
Series 63
Registration record
First registered · February 12, 2024
Years registered · 2
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ITAU INTERNATIONAL SECURITIES INC.
CRD 144769 · SEC 801-112301
AUM
$65M
Regulatory assets under management
Employees
20
31 client accounts
Services offered by ITAU INTERNATIONAL SECURITIES INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Alberto Satoshi Tani offer?
Alberto Satoshi Tani specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Alberto Satoshi Tani's credentials?
Alberto Satoshi Tani holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alberto Satoshi Tani located?
Alberto Satoshi Tani is based in MIAMI, Florida, working with ITAU INTERNATIONAL SECURITIES INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Alberto Satoshi Tani charge for services?
Alberto Satoshi Tani's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ITAU INTERNATIONAL SECURITIES INC.?
ITAU INTERNATIONAL SECURITIES INC. has approximately 20 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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