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CF
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Cesar Florido Filho
Xp Advisory US, INC.
9 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
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Location
701 Brickell Avenue, Suite 2120, Miami, FL, 33131
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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.
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Customer Dispute
November 2019
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Xp Advisory US, INC.
July 2018 - Present · 7 yrs 7 mos
Xp Investments US, LLC
Broker
September 2016 - Present · 9 yrs 5 mos
State Registrations
27 states
CA
CO
CT
DC
DE
FL
GA
IL
IN
MA
MD
MI
MN
NC
NE
NJ
NV
NY
OR
PA
RI
SC
TX
UT
VA
WA
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.