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Fabricio Pinheiro De Oliveira

Xp Advisory Us, Inc.

Miami, FL

CRD 7872529

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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 2024-07-30
  • FL RA
    APPROVED
    Since 2024-07-30

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 05/2021 04/2024
Itaú Unibanco São Paulo 01/2018 09/2020
Mirae Asset (Brasil) São Paulo 10/2018 12/2018
Banco Santander (Brasil) São Paulo 01/2014 07/2017
Orama São Paulo 09/2020 03/2021
Student Exchange Program Sydney 08/2017 09/2018
Xp Investments Us, Llc. Miami FL 04/2024 Present
  • 05/2021 → 04/2024
    Xp Investimentos
    São Paulo
  • 01/2018 → 09/2020
    Itaú Unibanco
    São Paulo
  • 10/2018 → 12/2018
    Mirae Asset (Brasil)
    São Paulo
  • 01/2014 → 07/2017
    Banco Santander (Brasil)
    São Paulo
  • 09/2020 → 03/2021
    Orama
    São Paulo
  • 08/2017 → 09/2018
    Student Exchange Program
    Sydney
  • 04/2024 → Present
    Xp Investments Us, Llc.
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-02
  • S66 Uniform Combined State Law Examination
    2024-07-02

View on SEC IAPD

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