Unclaimed Profile

Thiago Favery

XP ADVISORY US, INC.·MIAMI, Florida

SIE, Series 4, Series 7, Series 24, Series 63CFAClean record6 years registeredXP ADVISORY US, INC.

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7012507Firm CRD# 173779

Profile Verification

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

Identity

Thiago Favery · MIAMI, FL

Registration

CRD #7012507 · XP ADVISORY US, INC. · 6 years registered

Brand Profile

Not yet started

Career History

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Mar 2025 – present

XP ADVISORY US, INC.

Oct 2019 – Jul 2024

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · October 1, 2019

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Thiago Favery offer?

Thiago Favery specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Thiago Favery's credentials?

Thiago Favery holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thiago Favery located?

Thiago Favery 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 Thiago Favery charge for services?

Thiago Favery'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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