Thiago Favery
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
19 yearsExperience
1 stateRegistered in
CFADesignation
$2.3BFirm assets
Are you Thiago Favery? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Efg Private Wealth Management (americas) Corp.Mar 2025 to now
- Efg Capital International CorpDec 2024 to now
- XP Securities LLCSep 2018 to Dec 2024
- Magnet Venture CapitalAug 2017 to Aug 2018
- Rxz InvestimentosJan 2007 to Jul 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Efg Private Wealth Management (americas) Corp.
$2.3BAssets managed
479Clients
45Advisers
15 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
- 7012507
- Firm CRD
- 158905