Luiza
Alckmin J Schmidt Resende
Xp Advisory Us, Inc
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About this Advisor
Luiza Alckmin J Schmidt Resende is a financial advisor who works in Miami, Florida with 1 year of industry experience. Alckmin J Schmidt Resende is currently employed by Xp Advisory Us, Inc. Their career trajectory has included roles at Btg Pactual, Nexgen Capital, New York University, The British School and Xp Investment. Alckmin J Schmidt Resende has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Xp Advisory Us, Inc is an advisory company headquartered in Miami, FL. The firm has a total of 30 advisors. It controls $2 billion in total assets among its 386 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 386 customer accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets. Xp Advisory Us, Inc has a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fees largely vary depending on which service is offered. However, fee types charged by Xp Advisory Us, Inc most likely consist of any combination of 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
Luiza Alckmin J Schmidt Resende Work History
Luiza has been registered as a financial advisor for 1 years.*
Xp Investment
Nexgen Capital
New York University
Btg Pactual
New York University
New York University
The British School
*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 Luiza Alckmin J Schmidt Resende 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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