Bernardo Araujo (CRD# 4717801) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has over 20 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xp Investments Us, LLC | Miami, FL | Apr 2023 - Current | 1 |
| Unemployed | Sao Paulo, | Nov 2022 - Mar 2023 | < 1 |
| Logos Capital | Sao Paulo, | Jan 2022 - Oct 2022 | < 1 |
| Garde Asset Management | Sao Paulo, | Jun 2020 - Dec 2021 | 1 |
| Logos Capital | Sao Paulo, | Jan 2020 - May 2020 | < 1 |
| Banco Santander | Sao Paulo, | Oct 2016 - Dec 2019 | 3 |
| Gs Do Brasil Corretora | Sao Paulo, | Jun 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S63 | Uniform Securities State Law Examination | May 2024 |
- FL
-
Total Assets Under Management1,534MILLIONS
-
Total Number of Accounts484ACCOUNTS
-
Average Account Value$3,169,628
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NY, WY
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