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Maria Brito De Assis

Xp Advisory Us, Inc.

Miami, FL

CRD 8197919

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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 2026-06-22
  • FL RA
    APPROVED
    Since 2026-06-22

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
Btg Pactual Sa Sao Paulo 05/2018 04/2023
Jp Morgan Chase New York NY 06/2024 08/2024
Xp Investments Us, Llc Miami FL 12/2025 Present
Duke University - Fuqua School Of Business Durham NC 07/2023 05/2025
Tech Tree Roots New York NY 05/2025 11/2025
Ibmec Belo Horizonte 02/2014 05/2018
  • 05/2018 → 04/2023
    Btg Pactual Sa
    Sao Paulo
  • 06/2024 → 08/2024
    Jp Morgan Chase
    New York, NY
  • 12/2025 → Present
    Xp Investments Us, Llc
    Miami, FL
  • 07/2023 → 05/2025
    Duke University - Fuqua School Of Business
    Durham, NC
  • 05/2025 → 11/2025
    Tech Tree Roots
    New York, NY
  • 02/2014 → 05/2018
    Ibmec
    Belo Horizonte
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03

View on SEC IAPD

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