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Tiago Galvao nunes Portela

XP Advisory US, Inc.

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About Tiago Galvao nunes Portela

Tiago Portela Galvao nunes is an Investment Advisor Representative at XP Advisory US, Inc. Tiago holds a Series 7TO and SIE license, and is registered to provide investment advice in 22 states. Tiago has been in the securities industry for 10 years, and specializes in providing portfolio management for individuals, pooled investment vehicles, and businesses. Tiago has previously worked at AssociatesMD Medical Group, ProMed Capital, RCI Brasil, and Citi S.A.

Firm Information

Tiago Portela 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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Tiago Portela’s Registration & Firm History

FL

03/30/2023 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 01/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiago Galvao nunes Portela.
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