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Ricardo Jorge Ventura

XP Advisory US, Inc.

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About Ricardo Jorge Ventura

Ricardo Ventura is a registered Investment Advisor Representative with XP Advisory US, Inc. Ricardo has been in the financial services industry since 2001 and has held previous positions with EFG Capital International and E.S. Financial Services, Inc. Ricardo is licensed in Florida and New York. He has passed the Series 7, Series 24, Series 55 and Series 66 exams. Ricardo specializes in providing investment advisory services, portfolio management, and consolidation/reporting services to businesses, individuals and pooled investment vehicles.

Firm Information

Ricardo Ventura 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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Ricardo Ventura’s Registration & Firm History

FL

06/15/2018 - Present

XP Advisory US, Inc. (MIAMI FL)

FL

02/05/2003 - 03/06/2017

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

03/06/2001 - 01/27/2003

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 12/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricardo Jorge Ventura.
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