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XP ADVISORY US, INC.
XP ADVISORY US, INC.
MIAMI, Florida
·
6 registered advisors
·
CRD# 173779
SEC# 801-114590
1
786-725-5983
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF ASSETS UNDER CONSOLIDATION
03
Specialties
Investment Management
Retirement Planning
04
Advisors at XP ADVISORY US, INC.
6 registered advisors
Adelia Mariel Gomez
MIAMI, Florida
CRD# 5477182
Cesar Florido Filho
MIAMI, Florida
CRD# 6703048
Jared Ryan Wilson
MIAMI, Florida
CRD# 5322068
Rodolfo Ceppas Bastos
MIAMI, Florida
CRD# 7182176
Rodrigo Alcazas Jabali
MIAMI, Florida
CRD# 3142075
Thiago Favery
MIAMI, Florida
CFA
CRD# 7012507
05
Office Locations
MIAMI, Florida
6 advisors
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Data sourced from SEC Form ADV filings. XP ADVISORY US, INC. (CRD# 173779) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.