Adriano Gomes

Xp Advisory US, INC.

15 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Xp Advisory US, INC.

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

386 clients

Average Client Portfolio

$4.1M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

701 Brickell Avenue, Suite 2120, Miami, FL, 33131

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History

Regulatory History (1)

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Customer Dispute

September 2008

Denied

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Employment History

Current Registrations

Xp Advisory US, INC.

September 2022 - Present · 3 yrs 5 mos

Xp Investments US, LLC

September 2022 - Present · 3 yrs 5 mos

Xp Investments US, LLCBroker

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

January 2014 - September 2022 · 8 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

November 2013 - September 2022 · 8 yrs 10 mos

Citigroup Global Markets INC.

February 2008 - June 2008 · 4 mos

Citigroup Global Markets INC.Broker

August 2007 - June 2008 · 10 mos

Citicorp Financial Services CorporationBroker

February 2001 - February 2004 · 3 yrs

State Registrations7 states

CADCFLMNNYTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.