Bruno Jado Carvalho
Investment adviser representative at XP Advisory Us, Inc.
11 yearsExperience
1 stateRegistered in
$792.3MFirm assets
7 yearsFirm in business
Are you Bruno Jado Carvalho? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- XP Advisory Us, Inc.Apr 2023 to now
- XP Securities LLCJan 2018 to now
- Florida State UniversityJun 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
XP Advisory Us, Inc.
$792.3MAssets managed
258Clients
29Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6961782
- Firm CRD
- 173779