Maria Brito de assis
Investment adviser representative at XP Advisory Us, Inc.
12 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
12 years in the industry.
- XP Advisory Us, Inc.Jun 2026 to now
- XP Investments Us, LLCDec 2025 to now
- Tech Tree RootsMay 2025 to Nov 2025
- JP Morgan ChaseJun 2024 to Aug 2024
- Duke University - Fuqua School of BusinessJul 2023 to May 2025
- Btg Pactual SaMay 2018 to Apr 2023
- IbmecFeb 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8197919
- Firm CRD
- 173779