Renato Bucholtz
Investment adviser representative at Simetria Advisory Group LLC
16 yearsExperience
2 statesRegistered in
$201.6MFirm assets
Under 1 yearFirm in business
Are you Renato Bucholtz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Simetria Advisory Group LLCSep 2025 to now
- Brasil Plural Investment Advisor LLCAug 2025 to now
- Gga Investments LtdFeb 2018 to Aug 2025
- J. Safra Sarasin AssetJan 2010 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Simetria Advisory Group LLC
$201.6MAssets managed
417Clients
12Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5349387
- Firm CRD
- 288563