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Bruno Lisboa Salgado

XP INVESTMENTS US
MIAMI, FL
·CRD# 6853242·8 years experience

Professional Summary

Bruno Lisboa Salgado, who also goes by Bruno Lisboa, Bruno Lisboa Salgado, is a registered financial advisor currently at XP INVESTMENTS US, LLC located in Miami, Florida. Bruno is registered as a RR (Registered Representative) and started their career in finance in 2018. Bruno has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bruno Lisboa, Bruno Lisboa Salgado

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

8 years in the financial services industry

Current & Past Employments

XP INVESTMENTS US, LLC·CRD# 156691
BD
701 Brickell Avenue 21st Floor, Miami, FL 33131
May 16, 2025 - Present
BTG PACTUAL US CAPITAL, LLC·CRD# 149486
BD
Miami, FL
January 27, 2018 - November 17, 2023

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Current Firm

XI
XP INVESTMENTS US, LLC

XP INTERNATIONAL | XP SECURITIES, LLC | XP PRIVATE INTERNATIONAL | XP PRIVATE | XP INVESTMENTS US, LLC | XP INVESTMENTS

CRD#: 156691 / SEC#: 8-68817
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

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

Mailing Address

701 Brickell Avenue Ste 1350, 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

FINRA licenses (35 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
XP HOLDING INTERNATIONAL, LLCPARENT COMPANY—
COSCARELLI, MARCELO ALVIMOFFICER4462824
COSTA, JOSE EDUARDOCHIEF EXECUTIVE OFFICER4983100
GOMEZ, ADELIA MARIELCHIEF OPERATING OFFICER/ PRINCIPAL OPERATIONS OFFICER5477182
SINGER, STEVEN FREDERICPRINCIPAL FINANCIAL OFFICER2360737
WILSON, JARED RYANCHIEF COMPLIANCE OFFICER/ AML COMPLIANCE OFFICER5322068

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
(8/18/2026)
RR
Delaware
(6/14/2025)
RR
Florida
(5/16/2025)
RR
Illinois
(6/10/2025)
RR
Massachusetts
(3/6/2026)
RR
New Jersey
(7/10/2025)
RR
New York
(5/18/2025)
RR
Texas
(6/18/2025)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2022About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2018About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Bruno Lisboa Salgado's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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