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Cesar Florido Filho

XP ADVISORY US, INC.·MIAMI, Florida
SIE, Series 3, Series 4, Series 7, Series 24, Series 668 years registeredXP ADVISORY US, INC.
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6703048Firm CRD# 173779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cesar Florido Filho · MIAMI, FL
Registration
CRD #6703048 · XP ADVISORY US, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

Jul 2018present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 66
Registration record
First registered · July 16, 2018
Years registered · 8
03

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
XP ADVISORY US, INC.
CRD 173779 · SEC 801-114590
AUM
$1.5B
Regulatory assets under management
Employees
33
484 client accounts
Services offered by XP ADVISORY US, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Cesar Florido Filho offer?
Cesar Florido Filho specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Cesar Florido Filho's credentials?
Cesar Florido Filho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cesar Florido Filho located?
Cesar Florido Filho is based in MIAMI, Florida, working with XP ADVISORY US, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Cesar Florido Filho charge for services?
Cesar Florido Filho's firm is compensated through percentage of aum, performance-based fees, other: percentage of assets under consolidation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XP ADVISORY US, INC.?
XP ADVISORY US, INC. has approximately 33 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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