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Claudia Ripper

XP Advisory US, Inc.

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About Claudia Ripper

Claudia Ripper is a financial advisor with over 13 years of experience in the financial services industry. Claudia is currently registered with XP Advisory US, Inc. and holds Series 7, Series 63, and Series 66 licenses. Claudia is experienced in providing financial advice to individuals, corporations, and pooled investment vehicles.

Firm Information

Claudia Ripper 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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Claudia Ripper’s Registration & Firm History

FL

08/31/2022 - Present

XP Advisory US, Inc. (MIAMI FL)

FL

06/08/2020 - 01/07/2022

SANTANDER SECURITIES LLC (Miami FL)

FL

02/01/2010 - 05/15/2019

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

10/07/2008 - 06/26/2009

ITAU EUROPA SECURITIES INC. (MIAMI FL)

CT

03/06/2003 - 10/08/2004

BCP SECURITIES, LLC (GREENWICH CT)

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Licenses & Designations

BOTH

Issued 11/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Claudia Ripper. Review regulatory record here.
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