Best Investors Account Sign in

Bruno Jado Carvalho

Xp Advisory Us, Inc.

Miami, FL

CRD 6961782

Claim This Profile
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 2023-04-07
  • FL RA
    APPROVED
    Since 2023-04-07

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
Florida State University Tallahassee FL 06/2015 01/2018
Xp Securities Llc Miami FL 01/2018 Present
  • 06/2015 → 01/2018
    Florida State University
    Tallahassee, FL
  • 01/2018 → Present
    Xp Securities Llc
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
S63 Uniform Securities Agent State Law Examination 2020-10-30
  • S66 Uniform Combined State Law Examination
    2023-03-20
  • S63 Uniform Securities Agent State Law Examination
    2020-10-30

View on SEC IAPD

Nearby Firms

HOLLANDER ASSET MANAGEMENT LLC
GFG CAPITAL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP

Nearby Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor