Advisors at this firm
Gabriel R
Series 65
New York, NY
Stratton Capital Investment Advisory LLC
Gabriel Rabinovici is a financial advisor at Stratton Capital Investment Advisory LLC with a Series 65 designation. He has been with Stratton Capital in various capacities since 2015 and currently works at the firm's New York office. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets across six advisors, serving individuals, high-net-worth clients, trusts, and estates both in the U.S. and primarily internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks, bonds, or options, employing fundamental analysis with a long-term investment orientation.
Shinichiro F
Series 63, Series 65
New York, NY
Stratton Capital Investment Advisory LLC
Shinichiro Fukui Tamura is a financial advisor at SCIA NY LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stratton Capital Investment Advisory LLC, Nova NY LLC, Banco do Brasil Securities LLC, and Bradesco Securities Inc. Outside of his advisory role, he has passive investments in a co-working space franchise and owns residential rental properties in Philadelphia. SCIA NY is an investment manager that provides ongoing portfolio management and prepares customized Investment Policy Statements. The firm emphasizes fixed income while incorporating equities, hedge funds, private equity, TIPS, and non-U.S. securities, using a combination of cyclical, fundamental, modern-portfolio, and technical analysis with a long-term trading orientation.
Lin S
Series 65
New York, NY
Stratton Capital Investment Advisory LLC
Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.
Marcelo C
Series 63, Series 65
New York, NY
Stratton Capital Investment Advisory LLC
Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.
VinãCius M
Series 65
New York, NY
Stratton Capital Investment Advisory LLC
VinãCius Martins Flores is a financial advisor at Stratton Capital Investment Advisory LLC in New York, NY, holding a Series 65 designation. He has two years of industry experience, all with Stratton Capital. Prior to his advisory role, he has worked in education and served briefly in the Brazilian Army. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving clients both in the U.S. and internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a long-term investment approach complemented by tactical adjustments as needed.
Claudio D
Series 65
New York, NY
Stratton Capital Investment Advisory LLC
Claudio Di Pasquale Escobar is a financial advisor at Stratton Capital Investment Advisory LLC with two years of industry experience. He holds a Series 65 designation and has a professional background that includes roles in consulting and legal practice, as well as a 16-year tenure at Banco Bradesco SA. Outside of his advisory work, he operates Di Pasquale Consulting LLC. Stratton Capital Investment Advisory LLC serves individuals, high-net-worth clients, trusts, and estates in the U.S. and abroad, managing approximately $75.2 million in discretionary assets. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a focus on long-term investment strategies complemented by tactical adjustments.