CF
CF

Cesar Florido Filho

9 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementHigh Net Worth
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.
Customer Dispute
November 2019
Settled
Employment History
Current Registrations
Xp Advisory US, INC.
July 2018 - Present · 7 yrs 7 mos
Xp Investments US, LLCBroker
September 2016 - Present · 9 yrs 5 mos
State Registrations27 states
CACOCTDCDEFLGAILINMAMDMIMNNCNENJNVNYORPARISCTXUTVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.