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Rafael Vaz pina de Oliveira

Investment adviser representative at XP Advisory Us, Inc.
16 yearsExperience
1 stateRegistered in
$792.3MFirm assets
7 yearsFirm in business

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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

16 years in the industry.

  1. XP Advisory Us, Inc.Oct 2023 to now
  2. XP InvestimentosJan 2019 to now
  3. XP InvestimentosJan 2018 to Dec 2018
  4. XP InvestimentosApr 2017 to Dec 2017
  5. Bnp Paribas Asset ManagementJul 2016 to Apr 2017
  6. StudentJan 2010 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7240168
Firm CRD
173779
Advisor's SEC record (opens in a new tab)
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