Felipe Yazbek Lotaif

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

• 08/2016 → 08/2017
  Yazbek Agricultura Ltda
  Marilia
• 08/2017 → 06/2019
  University Of Chicago Booth School Of Business
  Chicago, IL
• 06/2019 → 01/2020
  The Context Network, Llc
  Chicago, IL
• 01/2020 → 01/2025
  Farmers Business Network
  Chicago, IL
• 01/2025 → 09/2025
  Unemployed
  Chicago, IL
• 09/2025 → Present
  Xp Investments Us, Llc
  Miami, FL

Other Businesses

Yazbek Agricultura LTDA Non-Investment Related Brazil Agriculture business Co-Owner since 2017 Involved in financial and strategic planning Ype Apoio Administrativo LTDA Non-Investment Related Brazil Credit recovery support Co-Owner since 2025 Provides support for legal actions related to debt Lotaif Holding LTDA Non-investment related Brazil Family holding managing real estate Partner

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21