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Ivan Negro Rocha

XP Advisory US, Inc.

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About Ivan Negro Rocha

Ivan Rocha is a registered representative with XP Advisory US, Inc. Ivan has been in the financial services industry since 2019. Ivan is licensed in several states, including Florida, California, Colorado, Connecticut, Delaware, Illinois, Massachusetts, New York, and Wyoming. Ivan holds a Series 7, Series 66, and SIE licenses. Ivan provides investment advisory services to individuals and businesses.

Firm Information

Ivan Rocha 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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Ivan Rocha’s Registration & Firm History

FL

06/01/2022 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 05/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Negro Rocha.
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