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David Ross Portnoff

ITAU INTERNATIONAL SECURITIES INC.·MIAMI, Florida
SIE, Series 27, Series 99TOClean recordITAU INTERNATIONAL SECURITIES INC.
200 S. BISCAYNE BLVD, MIAMI, FL 33131CRD# 2977967Firm CRD# 144769

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ross Portnoff · MIAMI, FL
Registration
CRD #2977967 · ITAU INTERNATIONAL SECURITIES INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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
View all advisors at ITAU INTERNATIONAL SECURITIES INC. →
Introduction

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Frequently Asked Questions

What services does David Ross Portnoff offer?
David Ross Portnoff specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are David Ross Portnoff's credentials?
David Ross Portnoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ross Portnoff located?
David Ross Portnoff 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 David Ross Portnoff charge for services?
David Ross Portnoff'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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Other Advisors at ITAU INTERNATIONAL SECURITIES INC.

Danilo Junior Ribeiro De Avila
MIAMI, FL
Paul A Vergara
MIAMI, FL
Michael Gerard Glynn
MIAMI, FL
Sara Catalina Gaitan
MIAMI, FL
Alberto Satoshi Tani
MIAMI, FL
CFA
Alessandro Augustus Chiade Merjam
MIAMI, FL

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