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Adriano Gomes

International Wealth Advisor·XP ADVISORY US
Winter Garden, FL
·CRD# 5340232·17 years experience

Professional Summary

Adriano Gomes, who also goes by Adriano Da Silva Gomes, Andriano De Silva Gomes, is a registered financial advisor currently at XP ADVISORY US, INC. located in Winter Garden, Florida and XP INVESTMENTS US, LLC located in Miami, Florida. Adriano is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Adriano has worked at 5 firms and has passed the Series 66, SIE and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Adriano Da Silva Gomes, Andriano De Silva Gomes

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

17 years in the financial services industry

Current & Past Employments

XP ADVISORY US, INC.·CRD# 173779
RIA
Winter Garden, FL
September 26, 2022 - Present
XP INVESTMENTS US, LLC·CRD# 156691
BD
701 Brickell Avenue 21st Floor, Miami, FL 33131
September 21, 2022 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Miami, FL
January 15, 2014 - September 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Miami, FL
November 26, 2013 - September 16, 2022
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Miami, FL
February 20, 2008 - June 18, 2008
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Miami, FL
August 20, 2007 - June 18, 2008
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC·CRD# 17053
BD
San Juan, PR
February 20, 2001 - February 6, 2004

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Current Firm

XA
XP ADVISORY US, INC.

XP ADVISORS, INC | XP PRIVATE, INC. | XP ASSET MANAGEMENT (USA) | XP ADVISORY US, INC. | XP ADVISORY INTERNATIONAL

CRD#: 173779 / SEC#: 801-114590
RIA
Registered Investment Advisory firm - SEC (1/30/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (2/5/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

701 Brickell Avenue Ste 1350, Miami, FL 33131

Phone Number

(786) 725-5983

# of Employees

34

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

XP ADVISORY US, INC FORM ADV PART 2A BROCHURE (4/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

258

AUM (Assets Under Management)

$792,319,508

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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.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
XA
XP ADVISORY US, INC.

XP ADVISORS, INC | XP PRIVATE, INC. | XP ASSET MANAGEMENT (USA) | XP ADVISORY US, INC. | XP ADVISORY INTERNATIONAL

CRD#: 173779 / SEC#: 801-114590
RIA
Registered Investment Advisory firm - SEC (1/30/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (2/5/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(6/26/2023)
RR
District of Columbia
(3/27/2024)
RR
Florida
(9/21/2022)
IAR
Florida
(9/26/2022)
RR
Illinois
(7/29/2026)
RR
Minnesota
(11/13/2023)
RR
New York
(4/18/2024)
RR
Texas
(6/18/2024)
RR
Virginia
(3/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2013About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Adriano Gomes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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