Claudia Salles
Advisor at Tori
Updated today
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.
About
Claudia Salles is a Series 65-licensed financial advisor at Vita Investimentos with five years of industry experience. She has worked at Vita Advisors, LLC since 2020 and has been associated with Lehman Brothers Do Brasil Ltda since 2007. Claudia holds a 0.1% interest in Vita Investimentos and dedicates part of her time to providing investment advice for Brazilian clients. Vita Investimentos offers non-discretionary asset monitoring, portfolio management, and financial planning services primarily to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm integrates behavioral, charting, cyclical, fundamental, and technical analysis, serving a significant non-U.S. client base and maintaining affiliations with a Brazilian advisory entity.
Expertise
Based on Tori
Wealth management
Annuities
Concentrated stock management
ESG / Sustainable investing
Fee options
Financial planning fees generally range from $750 to $5,000.
Generally does not exceed $250 per hour for financial planning and hourly consulting services.
Account minimum: $400,000
Location
1420 Celebration Blvd., Suite 200
Celebration, FL 34747
Most active in
Claudia S has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Vita Advisors, LLC
2020 - Present (6 years)
Lehman Brothers Do Brasil Ltda
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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