Luis Guilherme Apelfeld
Investment adviser representative at Simetria Advisory Group LLC
10 yearsExperience
2 statesRegistered in
$201.6MFirm assets
Under 1 yearFirm in business
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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
10 years in the industry.
- Simetria Advisory Group LLCJun 2023 to now
- Brasil Plural Investment Advisor LLCMay 2023 to now
- L&s Investment AdvisorsJan 2022 to now
- Florida International UniversityJun 2019 to Dec 2022
- The Kiski SchoolJun 2018 to Jun 2019
- Vermont AcademyJan 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7517292
- Firm CRD
- 288563