Raphael Caria De Freitas Pinheiro

Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2016
  Jpmorgan Securities Llc
  New York, NY
• 01/2017 → 02/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 02/2019 → 09/2019
  Banco Jpmorgan Sa
  Sao Paulo
• 10/2019 → 07/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 10/2019 → 07/2021
  Jpmorgan Securities Llc
  New York, NY
• 07/2021 → 09/2021
  Jpmorgan Chase Bank Na
  Miami, FL
• 07/2021 → 09/2021
  Jpmorgan Securities Llc
  Miami, FL
• 09/2021 → Present
  Xp Investments Us, Llc.
  Miami, FL

Previous Registrations

• 2021-11-09 → 2024-07-18
  Xp Advisory Us, Inc.
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-26

Designations

• Chartered Financial Analyst

Other Names

• Raphael Caria De Freitas Pinheiro
• Raphael C Pinheiro
• Raphael C. Pinheiro
• Raphael Caria De Freitas Pinheiro