XP INVESTMENTS US, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
102
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 registered as a limited liability company and has held SEC registration since 2011. FINTRX classifies the firm as "unclassified" and identifies its owner type as a combination of a domestic entity and an individual. The data set indicates the firm is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. FINTRX does not provide descriptions of the firm's advisory activities, fee structure, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • ADELIA GOMEZ

    Chief Operations Officer / COOCRD 5477182

  • JARED WILSON

    Chief Compliance OfficerCRD 5322068

  • ANDRES PARDO AMEZQUITA

    Head of Macro StrategiesCRD 4234511

Contacts

3 of 99
  • Lucas Chopitea

    Private Wealth ManagementCRD 8022262

  • IVOR BERTOLUZZI ACCARINI

    Equity Derivatives TraderCRD 5395091

  • Maria Brito de Assis

    Financial AdvisorCRD 8197919

Unlock 96 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth