AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BL

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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/2018
General Securities Representative Examination
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Bruno Lisboa Salgado

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Noah Philip Alweiss
Noah AlweissAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Miami, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics