Cezar Augusto Salvadeo Minozzo
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Aventura, FL 33180
Credentials
Series 63, Series 65
Industry experience
8 years
Cezar Augusto Salvadeo Minozzo is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides customized, goals-based wealth management solutions to families, business owners, and successful professionals. He utilizes Merrill's broad range of resources to develop disciplined strategies that address diverse client needs, including executive compensation, family and international wealth management, legacy planning, liquidity management, retirement planning and income, and tax minimization.
With over 15 years of experience in asset management prior to joining Merrill, Cezar holds a Bachelor’s degree from Pontificia Universidade Catolica. He earned a Master of Science in Finance and Economics from Fundacao Getulio Vargas, a Master of Business Administration from Rotman School of Management and Fundacao ItauBank, and completed an accredited certificate program at Yale University. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Fluent in English, Portuguese, Spanish, and German, Cezar works closely with clients to create personalized financial strategies aimed at helping them achieve their long-term goals.
Outside of his professional role, Cezar engages in community service aligned with Merrill’s tradition of community participation. He enjoys spending time with family and friends, and participates in sports such as golf, soccer, and tennis.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
19495 Biscayne Blvd
Aventura, FL 33180
Florida · Texas
Bank Of America, N.a.
2017 - Present (9 years)
Merrill
2017 - Present (9 years)
Self-employed
2015 - 2017 (2 years)
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