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FIRM PROFILE
Overview
XP INVESTMENTS US, LLC is located at 55 West 46th Street 30th Floor, New York, NY 10036 and was first established at New York, Delaware in 12/29/2010. After operating for 15 years, XP INVESTMENTS US, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of XP INVESTMENTS US, LLC’s clients are individuals and 0% of their clients are high net worth individuals. XP INVESTMENTS US, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at XP INVESTMENTS US, LLC are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access XP INVESTMENTS US, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at XP INVESTMENTS US, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for XP INVESTMENTS US, LLC Comes From
Understanding the Statistics for XP INVESTMENTS US, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
55 West 46th Street 30th Floor, New York, NY 10036
701 Brickell Avenue #2120, Miami, FL 33131
Small
(786) 732-1100
Delaware since 12/29/2010
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at XP INVESTMENTS US, LLC
Cesar Florido Filho
Adriano Gomes
Claudia Palmeira Ripper
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