Raphael Caria De Freitas Pinheiro, financial advisor Miami FL

Raphael Caria De Freitas Pinheiro

CRD Number: 5932312
Current Firm: Xp Advisory Us, Inc.

Raphael Caria De Freitas Pinheiro (CRD# 5932312) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Xp Investments Us, LLC Miami, FL Sep 2021 - Current 2
Jpmorgan Chase Bank Na Miami, FL Jul 2021 - Sep 2021 < 1
Jpmorgan Securities LLC Miami, FL Jul 2021 - Sep 2021 < 1
Jpmorgan Chase Bank Na New York, NY Oct 2019 - Jul 2021 1
Jpmorgan Securities LLC New York, NY Oct 2019 - Jul 2021 1
Banco Jpmorgan SA Sao Paulo, Feb 2019 - Sep 2019 < 1
Jpmorgan Chase Bank Na New York, NY Jan 2017 - Feb 2019 2
Jpmorgan Securities LLC New York, NY Oct 2014 - Dec 2016 2
Credit Suisse Securities New York, NY Jun 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
Contact Info for Raphael Caria De Freitas Pinheiro
Phone Number: 786-725-5983
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,549
    MILLIONS
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $4,012,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, NY, WY

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