Felipe
Sebe Lopes

Xp Advisory Us, Inc

CRD#6717350
Investment Advisor
in Miami, FL

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About this Advisor

Felipe Sebe Lopes is a financial advisor based in Miami, Florida, working with Xp Advisory Us, Inc. Felipe has previously held positions at Xp Securities, LLC, Xp Investimentos Cctvm, and Cotia Vitoria Distr E Com. Felipe has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Felipe is part of Xp Advisory Us, Inc, which operates out of Miami, Florida. The firm has 1 office and 33 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Xp Advisory Us, Inc includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

701 Brickell Avenue Suite 2120
Miami, FL 33131

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Xp Advisory Us, Inc Brokerage Details

Total Assets Under Management

$1,534,100,110

FL Average: $1,855,561,029
Total Number of Employees

33

FL Average: 62
Total Number of Accounts

484

FL Average: 2,474
Average Account Size

$3,169,628

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Felipe Sebe Lopes Work History

2016 - Present (8 years)

Xp Securities, LLC

2016 - 2016 (< 1 year)

Xp Investimentos Cctvm

2015 - 2016 (1 year)

Xp Investimentos Cctvm

2012 - 2015 (3 years)

Cotia Vitoria Distr E Com

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Felipe Sebe Lopes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Xp Advisory Us, Inc

Pedro Rezende
Miami, FL
Adriano Gomes
Miami, FL
Luiz Santos Franca
Miami, FL
Bernardo Araujo
Miami, FL
Cesar Filho
Miami, FL
Fernando Azevedo
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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