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Tiago Galvao Nunes Portela

Xp Advisory Us, Inc.

Miami, FL

CRD 7382646

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Employer firm

Xp Advisory Us, Inc. CRD 173779

$792M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • CONSOLIDATION/REPORTING SERVICES

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

Current Employers
Xp Advisory Us, Inc.

701 Brickell Avenue Ste 1350, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-30
  • FL RA
    APPROVED
    Since 2023-03-30

Branch Locations

701 Brickell Avenue Ste 1350, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Xp Investments Miami FL 05/2021 Present
Associatesmd Medical Group Davie FL 09/2020 05/2021
Promed Capital Fort Lauderdale FL 10/2017 09/2020
Rci Brasil Sao Paulo 12/2016 08/2017
Citi S.A Sao Paulo 01/2012 12/2016
  • 05/2021 → Present
    Xp Investments
    Miami, FL
  • 09/2020 → 05/2021
    Associatesmd Medical Group
    Davie, FL
  • 10/2017 → 09/2020
    Promed Capital
    Fort Lauderdale, FL
  • 12/2016 → 08/2017
    Rci Brasil
    Sao Paulo
  • 01/2012 → 12/2016
    Citi S.A
    Sao Paulo
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Other Names
  • Tiago Portela G Nunes

View on SEC IAPD

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