Ivan
Rocha
Xp Advisory Us, Inc
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About this Advisor
Ivan Rocha is a financial advisor who works in Miami, Florida with a total of 1 year of industry experience. Rocha is on the advisory team at Xp Advisory Us, Inc. The advisor has gained experience at Itau Bba, Xp Investments Us, LLC, University Of Notre Dame and Escola Maria Imaculada Chapel. Rocha has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Xp Advisory Us, Inc is an advisory company based in Miami, FL. It has a total of 30 financial advisors. It oversees $2 billion in assets among its 386 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 386 customer accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fees typically are based on the type of financial services. Fee types billed by Xp Advisory Us, Inc likely include asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Xp Advisory Us, Inc Brokerage Details
$1,548,748,917
30
386
$4,012,303
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Ivan Rocha Work History
Ivan has been registered as a financial advisor for 1 years.*
Xp Investments Us, LLC
Itau Bba
University Of Notre Dame
University Of Notre Dame
Escola Maria Imaculada Chapel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ivan Rocha 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
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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