Marcelo A. Coscarelli

XP INVESTMENTS US

Miami, FL 33131

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CRD#: 4462824

Professional summary

Marcelo Alvim Coscarelli is a registered financial professional currently at XP INVESTMENTS US, LLC located in Miami, Florida.

Marcelo is registered as a RR (Registered Representative) and started their career in finance in 2001. Marcelo has worked at 6 firms and has passed the Series 63, Series 7TO, Series 52TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marcelo Alvim Coscarelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2024 - Present

XP INVESTMENTS US, LLC

Office #1: 701 Brickell Avenue 21st Floor, Miami, FL 33131

CRD#: 156691

Miami, FL

Past

August 11, 2016 - December 13, 2021

EFG CAPITAL INTERNATIONAL

CRD#: 40118

MIAMI, FL

Past

January 9, 2013 - July 28, 2016

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

September 18, 2009 - September 21, 2012

ITAU INTERNATIONAL SECURITIES INC.

CRD#: 144769

MIAMI, FL

Past

August 20, 2002 - September 14, 2005

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

December 5, 2001 - March 1, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/5/2024)

Exams

State Security Law Exam

Series 63

Date: 11/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/28/2024

General Securities Representative Examination

General Industry/Product Exam

Series 52TO

Date: 2/28/2024

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/28/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

XP INVESTMENTS US, LLC

CRD#: 156691 / SEC#: , 8-68817

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

55 West 46th Street 30th Floor, New York, NY 10036

Mailing Address

701 Brickell Avenue #2120, Miami, FL 33131

Phone number

(786) 732-1100

Established

Delaware since 12/29/2010

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (34 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
XP HOLDING INTERNATIONAL, LLC	PARENT COMPANY
COSTA, JOSE EDUARDO	CHIEF EXECUTIVE OFFICER	4983100
GOMEZ, ADELIA MARIEL	CHIEF OPERATING OFFICER/ PRINCIPAL OPERATIONS OFFICER	5477182
SINGER, STEVEN FREDERIC	PRINCIPAL FINANCIAL OFFICER	2360737
WILSON, JARED RYAN	CHIEF COMPLIANCE OFFICER/ AML COMPLIANCE OFFICER	5322068

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marcelo A. Coscarelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marcelo Alvim Coscarelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFG CAPITAL INTERNATIONAL

CITIGROUP GLOBAL MARKETS INC.

ITAU INTERNATIONAL SECURITIES INC.

CITICORP INVESTMENT SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/2001

Series 7TO

Date: 2/28/2024

Series 52TO

Date: 2/28/2024

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2009

Series 24

Date: 2/28/2024

FINRA

Current Firm

XP INVESTMENTS US, LLC

Contact information

FINRA licenses (34 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

XP INVESTMENTS US, LLC

TRUST BUT VERIFY

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