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Bernardo Araujo

XP Advisory US, Inc.

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About Bernardo Araujo

Bernardo Araujo is an investment advisor representative with XP Advisory US, Inc., a firm based in Miami, FL. Bernardo is a registered representative and investment advisor representative in the state of Florida. Bernardo is a Chartered Financial Analyst and has over 10 years of experience in the financial services industry. Bernardo has previously worked for Sands Brothers & Co., LTD., GS DO BRASIL CORRETORA, Logos Capital, Garde Asset Management, Banco Santander, and Unemployed in Sao Paulo. Bernardo has a Series 3, 7, 7TO, 63, and 66 license. Bernardo has a history of working with individuals, corporations, and pooled investment vehicles.

Firm Information

Bernardo Araujo 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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Bernardo Araujo’s Registration & Firm History

FL

09/08/2023 - Present

XP Advisory US, Inc. (MIAMI FL)

NY

10/29/2003 - 02/02/2004

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2024

Series 3 - National Commodity Futures Examination

BC

Issued 04/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/31/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernardo Araujo.
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