Paulo Guilherme
Pezzi Gitz
Xp Advisory Us, Inc
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About this Advisor
Paulo Guilherme Pezzi Gitz is a chartered financial analyst operating in Miami, Florida who has 3 years of industry experience. Pezzi Gitz works at Xp Advisory Us, Inc. Over the course of their career, they have held roles at Moto Capital Group Inc, Hsbc Global Asset Management and Xp Investments Us, LLC. Pezzi Gitz is able to work in Florida. Xp Advisory Us, Inc is a financial advisory company operating out of Miami, FL. The investment advisory business has a total of 30 employees. It oversees $2 billion in total assets among its 386 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 386 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Xp Advisory Us, Inc may include any blend 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
Paulo Guilherme Pezzi Gitz Work History
Paulo Guilherme has been registered as a financial advisor for 3 years.*
Xp Investments Us, LLC
Moto Capital Group Inc
Hsbc Global Asset Management
*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 Paulo Guilherme Pezzi Gitz 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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