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Tiago Galvao Nunes Portela

Investment Adviser Representative at XP Advisory US, Inc.

Miami, FLCRD #7382646Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tiago Galvao Nunes Portela is an investment adviser representative with XP Advisory US, Inc. in Miami, FL, where they have been registered since 2023. They have worked in the securities industry since 2021. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in Florida.

Office

701 Brickell Avenue, Ste 1350
Miami, FL 33131

Advisors at this office: 27

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
22 states and territories

California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/27/2023
Series 3
National Commodity Futures Examination
Passed 11/20/2024
Series 7
General Securities Representative Examination
Passed 6/15/2021
SIE
Securities Industry Essentials Examination
Passed 9/3/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

XP Advisory US, Inc.Current
3/30/2023 – Miami, FL
XP Investments US, LLCCurrent
6/15/2021 – North Miami Beach, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. XP Investments
    May 2021 – no end date reportedMiami, FL
  2. AssociatesMD Medical Group
    Sep 2020 – May 2021Davie, FL
  3. ProMed Capital
    Oct 2017 – Sep 2020Fort Lauderdale, FL
  4. RCI Brasil
    Dec 2016 – Aug 2017Sao Paulo
  5. Citi S.A
    Jan 2012 – Dec 2016Sao Paulo

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About XP Advisory US, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
  • Other
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Client types the firm serves

High Net WorthPooled VehiclesCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
29
Offices listed on AdvisorFinder:
2
Main office:
Miami, FL
SEC file number:
801-114590

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 20, 2026

View full firm profile

Other advisors at XP Advisory US, Inc.

Showing 12 of 29 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tiago Galvao Nunes Portela has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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