XP Investments US, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
101
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156691
Registered since
October 27, 2011
Website
www.xpi.us

Firm profile

FINTRX

Overview

XP Investments US, LLC is organized as a limited liability company and is listed as unclassified in the available records. Ownership is held by a combination of a domestic entity and an individual. Publicly available fields for client types, fee schedules, and specific advisory activities are blank, so the firm’s service model and target client segments are not disclosed. The firm is not identified as a capital allocator, does not list itself as an active ESG investor, and is not flagged as a pension consultant or related adviser. Other operational flags indicate it is not a multi-state adviser and is not newly formed, but beyond those high-level attributes there is little detail about investment approach, product shelf, or fee arrangements.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jared Wilson

    Chief Compliance OfficerCRD 5322068

  • Adelia Gomez

    Chief Operations Officer / COOCRD 5477182

Contacts

3 of 99
  • Adriano Gomes

    Adriano Gomes

    Financial AdvisorCRD 5340232

  • Carlos Ferreira Lima

    Financial AdvisorCRD 4280015

  • Ricardo Ventura

    Ricardo Ventura

    Private Wealth AdvisorCRD 4246963

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
55 W 46th St
Time zone
ET (UTC-5)
Office locations

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