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Marcelo Cancado Passarelli Scott

Xp Advisory Us, Inc.

Miami, FL

CRD 6984791

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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 2022-12-01
NY RA APPROVED 2022-11-21
WY RA APPROVED 2022-11-21
  • FL RA
    APPROVED
    Since 2022-12-01
  • NY RA
    APPROVED
    Since 2022-11-21
  • WY RA
    APPROVED
    Since 2022-11-21

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 Securities Llc Miami FL 07/2018 Present
Uo Foundation Eugene OR 02/2018 06/2018
Investmentbank.cOm Eugene OR 01/2018 03/2018
Unemployed Eugene OR 10/2014 12/2017
  • 07/2018 → Present
    Xp Securities Llc
    Miami, FL
  • 02/2018 → 06/2018
    Uo Foundation
    Eugene, OR
  • 01/2018 → 03/2018
    Investmentbank.cOm
    Eugene, OR
  • 10/2014 → 12/2017
    Unemployed
    Eugene, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18

View on SEC IAPD

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