Marcello De Oliveira Fonseca

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:

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

Current Employers

Employment History

• 08/2019 → Present
  Xp Investments
  Miami, FL
• 08/2018 → 08/2019
  Optimum Capital Parters
  Miami, FL
• 10/2017 → 08/2018
  University Of South Florida - Accounting Department
  Tampa, FL
• 07/2013 → 10/2017
  Student
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-12-12