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Bruna Gomes Zanardi

XP Advisory US, Inc.

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About Bruna Gomes Zanardi

Bruna Gomes Zanardi is a financial advisor with XP Advisory US, Inc., registered with the state of Florida. Bruna has been in the industry since 2016 and has extensive experience in financial markets. Bruna holds Series 7TO and SIE licenses. Bruna provides financial advice to individuals, corporations and pooled investment vehicles. Bruna is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Bruna Zanardi 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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Bruna Zanardi’s Registration & Firm History

FL

10/16/2024 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 01/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruna Gomes Zanardi.
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