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Inter Advisors LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

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

Portfolio management

Expertise

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

0.20% to 2.50% annually depending on account size and complexity

Other

Fee-only: Investment advisory fees only; no commissions charged by Inter Advisors LLC.

Main office location

Inter Advisors LLC

501 Brickell Key Drive, Suite 202

Miami FL 33131, United States

Number of offices

1

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

Advisors at this firm

user avatar

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 previously worked at Bradesco Bank, Bradesco Investments INC., Banco Bradesco S.A., and HSBC Bank Brazil S.A. Outside of his advisory role, he serves as president of the Killian Arabesque Homeowners Association and as a trustee for Westminster Christian School. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, businesses, and other investment advisers. The firm employs a combination of fundamental, technical, and quantitative analysis to construct portfolios and manage risk through strategic and tactical asset allocation.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies
user avatar

John T

CFP®, Series 66

Miami, FL

Inter Advisors LLC

John Torola is a CFP® professional with 15 years of experience in the financial industry. He is currently with Inter Advisors LLC and has previously worked at firms including Inter&Co Securities LLC, Alpaca Securities LLC, Wealthfront, Inc., and Waddell & Reed Inc. Outside of his advisory work, he has experience as a landlord and owner of rental property in Omaha, NE. Inter Advisors LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to high-net-worth individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios and manage risk through strategic and tactical asset allocation.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies
user avatar

Luciana M

Series 66

Miami, FL

Inter Advisors LLC

Luciana Mann is a financial advisor with Inter Advisors LLC in Miami, FL, holding a Series 66 designation and two years of industry experience. She has been with Inter Advisors LLC since 2025 and is also affiliated with Inter&Co Securities LLC and Inter&Co Payment, Inc., where she has worked since 2007. Inter Advisors LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, businesses, and other investment advisers. The firm uses a combination of fundamental, technical, and quantitative analysis, along with proprietary and third-party research, to construct and manage diversified portfolios across various asset classes.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies
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