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Bruno Lisboa Salgado

XP INVESTMENTS US
Miami, FL 33131
Some features on this profile are disabled
CRD#: 6853242
BL

Professional summary


Bruno Lisboa Salgado, who also goes by Bruno Lisboa, Bruno Lisboa Salgado, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruno Lisboa | Bruno Lisboa Salgado

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 Bruno Lisboa Salgado'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

May 16, 2025 - Present

XP INVESTMENTS US, LLC

Office #1: 701 Brickell Avenue 21st Floor, Miami, FL 33131
BD
CRD#: 156691
Miami, FL
Past

January 27, 2018 - November 17, 2023

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
Miami, FL

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(6/14/2025)
RR
Florida
(5/16/2025)
RR
Illinois
(6/10/2025)
RR
New Jersey
(7/10/2025)
RR
New York
(5/18/2025)
RR
Texas
(6/18/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/10/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
XP HOLDING INTERNATIONAL, LLCPARENT COMPANY
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 Event3

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.

Company Information


XP INVESTMENTS US, LLC

CRD#: 156691Miami, FL 33131

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