FC
FC

Fernando De Carvalho Olea Costa

8 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
438 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Fernando is involved with Opala SN LLC as an investment vehicle, which is a passive, uncompensated investment. This activity does not interfere with his daily responsibilities.

Employment History
Current Registrations
Efg Asset Management (americas) CORP.
March 2025 - Present · 11 mos
Efg Capital InternationalBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Xp Advisory US, INC.
June 2018 - July 2024 · 6 yrs 1 mo
Xp Investments US, LLCBroker
April 2017 - July 2024 · 7 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.