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Caio Henrique Costa Bello

Xp Advisory Us, Inc.

Miami, FL

CRD 7833319

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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 2024-09-17
NY RA APPROVED 2024-09-11
  • FL RA
    APPROVED
    Since 2024-09-17
  • NY RA
    APPROVED
    Since 2024-09-11

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 Investimentos Cctvm São Paulo 05/2019 11/2023
Banco Bradesco S.A. São Paulo 03/2015 05/2019
Xp Investments Us, Llc Miami FL 11/2023 Present
  • 05/2019 → 11/2023
    Xp Investimentos Cctvm
    São Paulo
  • 03/2015 → 05/2019
    Banco Bradesco S.A.
    São Paulo
  • 11/2023 → Present
    Xp Investments Us, Llc
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-10
  • S66 Uniform Combined State Law Examination
    2024-09-10

View on SEC IAPD

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