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Adriano Gomes

XP Advisory US, Inc.

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About Adriano Gomes

Adriano Gomes is a financial advisor with over 10 years of experience in the financial services industry. Adriano currently works with XP Advisory US, Inc. where Adriano has been registered since September 2022. Previously, Adriano Gomes was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from November 2013 to September 2022 and CITIGROUP GLOBAL MARKETS INC. from August 2007 to June 2008. Adriano has a Series 7 and Series 66 licenses. Adriano specializes in providing investment advisory services to individuals, corporations and pooled investment vehicles.

Firm Information

Adriano Gomes is currently registered with XP Advisory US, Inc.. XP Advisory US, Inc. is an investment advisor registered with the SEC and located in Miami, FL. The firm provides investment advisory services to corporations, individuals, pooled investment vehicles, and other investment advisors. They specialize in portfolio management and selection of other advisors, with a focus on consolidation/reporting services. The firm manages approximately $1.5 billion in assets for 484 clients.
XP Advisory US, Inc.

701 BRICKELL AVENUE

MIAMI, FL 33131

$1.53B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation/reporting services

Consolidation/reporting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under consolidation

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Adriano Gomes’s Registration & Firm History

FL

09/26/2022 - Present

XP Advisory US, Inc. (MIAMI FL)

FL

11/26/2013 - 09/16/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

08/20/2007 - 06/18/2008

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

PR

02/20/2001 - 02/06/2004

CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 01/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adriano Gomes. Review regulatory record here.
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