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Fernando Feijo Azevedo

XP Advisory US, Inc.

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About Fernando Feijo Azevedo

Fernando Feijo Azevedo is a registered representative of XP Advisory US, Inc. Fernando is a licensed investment advisor representative. Fernando has been in the securities industry since October 16, 2017. Fernando has passed the Series 7, Series 66, and the Securities Industry Essentials Exam. Fernando's firm, XP Advisory US, Inc., is a registered investment advisor that provides a variety of services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisers. The firm's regulatory assets under management are over 1.5 billion dollars.

Firm Information

Fernando Azevedo 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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Fernando Azevedo’s Registration & Firm History

FL

07/26/2018 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 06/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Fernando Feijo Azevedo. Review regulatory record here.
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