Raphael Caria De Freitas PinheiroCRD 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 8 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Xp Investments Us, LLC||Miami, FL||Sep 2021 - Current||1|
|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|
Total Assets Under Management1,549MILLIONS
Total Number of Accounts386ACCOUNTS
Average Account Value$4,012,303
- 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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