TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
CR
CR
Claudia Ripper
Xp Advisory US, INC.
16 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High Net Worth
Xp Advisory US, INC.
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
386 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Investment management only
Minimum Annual Fee:
$5,000
Loading...
Location
701 Brickell Avenue, Suite 2120, Miami, FL, 33131
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Criminal
May 2013
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Xp Advisory US, INC.
August 2022 - Present · 3 yrs 6 mos
Xp Investments US, LLC
Broker
August 2022 - Present · 3 yrs 6 mos
Xp Investments US, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Santander Securities
August 2020 - January 2022 · 1 yr 5 mos
Santander Securities LLC
Broker
June 2020 - January 2022 · 1 yr 7 mos
Hsbc Securities (USA) INC.
Broker
February 2010 - May 2019 · 9 yrs 3 mos
Itau Europa Securities INC.
Broker
October 2008 - June 2009 · 8 mos
Bcp Securities, LLC
Broker
March 2003 - October 2004 · 1 yr 7 mos
State Registrations
7 states
CA
DC
FL
MN
NY
TX
VA
Advisor
Broker
Both
Exams
No exam information available for this advisor.