Unclaimed Profile

Rodrigo Alcazas Jabali

XP ADVISORY US, INC.·MIAMI, Florida

SIE, Series 3, Series 7, Series 24, Series 63, Series 6526 years registeredXP ADVISORY US, INC.

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 3142075Firm CRD# 173779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rodrigo Alcazas Jabali · MIAMI, FL

Registration

CRD #3142075 · XP ADVISORY US, INC. · 26 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Apr 2024 – present

XP ADVISORY US, INC.

Oct 2017 – Aug 2023

MIAMI, FL

XP ADVISORS, INC

Apr 2015 – Dec 2016

MIAMI, FL

ALVEO WEALTH MANAGEMENT, LLC

Jul 2013 – Jun 2014

MIAMI, FL

CITIGROUP GLOBAL MARKETS INC.

Apr 2000 – Apr 2005

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 25, 2000

Years registered · 26

Disclosure History

2011Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

XP ADVISORY US, INC.

CRD 173779 · SEC 801-114590

AUM

$1.5B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Rodrigo Alcazas Jabali offer?

Rodrigo Alcazas Jabali specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Rodrigo Alcazas Jabali's credentials?

Rodrigo Alcazas Jabali is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodrigo Alcazas Jabali located?

Rodrigo Alcazas Jabali 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 Rodrigo Alcazas Jabali charge for services?

Rodrigo Alcazas Jabali'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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