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Ana Carolina Da Rocha Chede

Xp Advisory Us, Inc.

Miami, FL

CRD 7845858

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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 2025-04-22
  • FL RA
    APPROVED
    Since 2025-04-22

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
Xp Investimentos São Paulo 08/2021 05/2024
Xp Investimentos São Paulo 03/2017 07/2021
Bank Of America Merrill Lynch São Paulo 03/2015 03/2017
Xp Investments Us, Llc. Miami FL 06/2024 Present
  • 08/2021 → 05/2024
    Xp Investimentos
    São Paulo
  • 03/2017 → 07/2021
    Xp Investimentos
    São Paulo
  • 03/2015 → 03/2017
    Bank Of America Merrill Lynch
    São Paulo
  • 06/2024 → Present
    Xp Investments Us, Llc.
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-03-24

View on SEC IAPD

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