Giuseppe Castelli
Professional summary
Giuseppe Castelli is a registered financial professional currently at XP INVESTMENTS US, LLC located in New York, New York.
Giuseppe is registered as a RR (Registered Representative) and started their career in finance in 2016. Giuseppe has worked at 3 firms and has passed the Series 63, SIE, Series 57 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Giuseppe Castelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2025 - Present
XP INVESTMENTS US, LLC
Office #1: 55 West 46th Street 30th Floor, New York, NY 10036April 8, 2023 - June 13, 2025
MORGAN STANLEY & CO. LLC
July 30, 2016 - April 4, 2023
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/17/2025)
Exams
FINRA
Current Firm
XP INVESTMENTS US, LLC
CRD#: 156691 / SEC#: , 8-68817
Contact information
FINRA licenses (34 States and Territories)
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 | 3 |
Red Flags
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