Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
5yrs
John DeBrito
Financial advisor at Balanz
John DeBrito is a fiduciary financial advisor in Coral Gables, Florida, with 5 years in the industry. John joined Balanz in 2026, after less than a year at Eagle Strategies. Balanz offers investment management and is paid through a percentage of assets and performance-based fees.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?More experience than 63% of advisors at Balanz
Office2811 Ponce DE Leon Blvd. Suite 710, Coral Gables, FL 33134
FirmBalanz
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$857,580
Advisors at the firm8
States licensed ?1 state
Services through Balanz
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowBalanzCurrent firm
- Mar 2026 – Mar 2026Eagle Strategies LLCPreviously
Contact John
(786) 292-7009Balanz main office 2811 Ponce DE Leon Blvd. Suite 710Coral Gables, FL 33134Office · Get directions Firm websitebalanz.us
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Questions to ask John
Tailored to John’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Balanz at (786) 292-7009 and ask for John DeBrito. John works from the Coral Gables, FL office.
How long has John been a financial advisor?
John has been in the industry since 2021, about 5 years. More experience than 63% of advisors at Balanz.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Balanz reports being paid by a percentage of the assets they manage, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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