Felipe Lopes
Felipe Lopes is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 8 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
January 2020Customer Dispute
November 2019Other Business Activities
Felipe has a 20% share ownership in Opala SN LLC, which involves a personal passive investment and a personal boat. He receives no compensation and the activity does not interfere with his daily responsibilities.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
State Registrations1 state
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.