Inter Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inter Advisors, LLC is an SEC‑registered investment adviser and a wholly owned subsidiary of Inter US Holding, Inc., offering discretionary and non‑discretionary portfolio management and financial planning services to high‑net‑worth individuals, businesses, trusts, pension and profit‑sharing plans and other institutional investors. The firm describes managing accounts that may include domestic and international equities, fixed income, ETFs, mutual funds, alternative investments, real estate investment trusts and fee‑based annuity products.
Inter’s investment process combines fundamental, technical and quantitative analysis and uses both proprietary and third‑party research to inform strategic and tactical asset allocation, regular rebalancing and risk management techniques such as diversification and hedging. The brochure discloses use of model‑based strategies and attention to specific risks (currency, leverage, concentration, liquidity and model risk), with periodic monitoring and performance reporting to clients.
The firm’s regulatory filings and brochure highlight several atypical institutional ties: Inter is affiliated with an introducing broker‑dealer (Inter Securities, registered with FINRA and using Pershing as a clearing broker) and with Banco Inter S.A. and Inter&Co Payments to facilitate multi‑currency funding and withdrawals, including Brazilian reais. The ADV also discloses its ownership chain up through Inter&Co Inc. and related custodial‑support arrangements (software, marketing and trading support) that reflect an integrated broker‑dealer, banking and payments relationship not commonly seen among peer investment managers.
Client services
Expertise
Fee options
0.20% to 2.50% annually depending on account size and complexity
Fee-only: Investment advisory fees only; no commissions charged by Inter Advisors LLC.
Main office
501 Brickell Key Drive, Suite 202
Miami FL 33131
Advisors at this office
5
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nina T
Series 63, Series 66
Miami, FL
Inter Advisors LLC
Nina Torres is a financial advisor at Inter Advisors LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at BTG Pactual Asset Management US LLC and Banco do Brasil Securities LLC. Outside of her advisory role, she practices hypnosis therapy focused on self-development during non-business hours. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios including equities, fixed income, ETFs, mutual funds, alternative investments, and other products.
Julie L
Series 66
Miami, FL
Inter Advisors LLC
Julie Laughlin is a financial advisor at Inter Advisors LLC with 10 years of industry experience and holds a Series 66 designation. Her work history includes roles at Inter Securities LLC, Usend Securities LLC, Alpaca Securities LLC, InvestWell LLC, and Waddell & Reed Inc. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing fundamental, technical, and quantitative analysis combined with proprietary and third-party research in its investment process.
Felipe M
Series 66
Miami, FL
Inter Advisors LLC
Felipe Marcilio is a financial advisor at Inter Advisors LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bradesco Investments and Banco Bradesco S.A. Since 2024, he has served as president of the Killian Arabesque Homeowners Association and, beginning in 2025, as a trustee of Westminster Christian School. Inter Advisors LLC is an SEC‑registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning services, using a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party research.
John T
CFP®, Series 66
Miami, FL
Inter Advisors LLC
John Torola is a CFP® with 15 years of industry experience, currently serving as an advisor at Inter Advisors LLC. His prior roles include positions at Inter Securities LLC and Wealthfront, Inc. Outside of his advisory work, he has experience as a landlord and owner of a rental property. Inter Advisors, LLC is an SEC-registered investment adviser providing portfolio management and financial planning services to high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and other institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis and is noted for its integrated broker-dealer, banking, and payments affiliations.
Luciana M
Series 66
Miami, FL
Inter Advisors LLC
Luciana Mann is a financial advisor at Inter Advisors LLC with a Series 66 designation and three years of industry experience. She has worked at Inter Securities LLC since 2023 and has been involved with Inter&Co Payment, Inc. since 2007. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and other institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diverse portfolios that include domestic and international equities, fixed income, ETFs, mutual funds, alternative investments, and fee-based annuity products.
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