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Rodolfo Ceppas Bastos

XP ADVISORY US, INC.·MIAMI, Florida
SIE, Series 7TO, Series 24Clean recordXP ADVISORY US, INC.
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7182176Firm CRD# 173779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodolfo Ceppas Bastos · MIAMI, FL
Registration
CRD #7182176 · XP ADVISORY US, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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
View all advisors at XP ADVISORY US, INC. →
Introduction

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04

Frequently Asked Questions

What services does Rodolfo Ceppas Bastos offer?
Rodolfo Ceppas Bastos specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Rodolfo Ceppas Bastos's credentials?
Rodolfo Ceppas Bastos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodolfo Ceppas Bastos located?
Rodolfo Ceppas Bastos 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 Rodolfo Ceppas Bastos charge for services?
Rodolfo Ceppas Bastos'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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Other Advisors at XP ADVISORY US, INC.

Cesar Florido Filho
MIAMI, FL
Rodrigo Alcazas Jabali
MIAMI, FL
Thiago Favery
MIAMI, FL
CFA
Adelia Mariel Gomez
MIAMI, FL
Jared Ryan Wilson
MIAMI, FL

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