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Adriano Gomes

Xp Advisory US, INC.
16 Years of Experience
Winter Garden, FL
1 DisclosureBroker
View SEC Summary
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Adriano Gomes is a registered investment advisor at Xp Advisory US, INC., based in Winter Garden, FL, with 16 years of industry experience. Adriano is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 258 clients with $790M in assets under management.

Xp Advisory US, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
30 advisors
Number of Clients
258 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$792.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fees are up to 2% annually based on several factors including services offered, complexity, and assets managed. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Winter Garden, FL

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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.
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Xp Advisory US, INC.
September 2022 - Present · 4 yrs 1 mo
Xp Investments US, LLC
September 2022 - Present · 4 yrs 1 mo
Xp Investments US, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - September 2022 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - September 2022 · 8 yrs 10 mos
Citigroup Global Markets INC.
February 2008 - June 2008 · 4 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2008 · 10 mos
Citicorp Financial Services CorporationBroker
February 2001 - February 2004 · 3 yrs
State Registrations8 states
CADCFLILMNNYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Adriano Gomes - Financial Advisor | TrueAdvisor