Officer, Head of Wealth Management · XP Advisory US, Inc.
Cesar F. Filho
CRD 6703048 · Named on Form ADV at one SEC-registered adviser
At a glance
XP Advisory US, Inc., an SEC-registered private fund adviser based in Miami, FL with $792 million in regulatory assets, lists Cesar F. Filho on its Form ADV as Officer, Head of Wealth Management, a control person.
Firms and roles
- XP Advisory US, Inc.Officer, Head of Wealth ManagementPrivate fund adviser · Miami, FL · $792M in regulatory assets
AtlasMembers
Cesar’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jared R. WilsonChief Compliance Officer, XP Advisory US, Inc.
- Adelia M. GomezOperations Officer, XP Advisory US, Inc.
- Marcelo A. CoscarelliOfficer, Treasurer and President, XP Advisory US, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cesar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.