Marcello De Oliveira Fonseca (CRD# 7155537) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has 1 year of experience in the finance industry.
CRD# 4396600
Mml Investors Services, LLC
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6814558
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xp Investments | Miami, FL | Aug 2019 - Current | 4 |
| Optimum Capital Parters | Miami, FL | Aug 2018 - Aug 2019 | 1 |
| University Of South Florida - Accounting Department | Tampa, FL | Oct 2017 - Aug 2018 | < 1 |
| Student | Tampa, FL | Jul 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- 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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