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Eric Carrieri taylor

Investment adviser representative at Simetria Advisory Group LLC
12 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

12 years in the industry.

  1. Simetria Advisory Group LLCJun 2023 to now
  2. Brasil Plural Investment Advisor LLCMay 2023 to now
  3. L&s Investment AdvisorsMar 2021 to now
  4. University of MiamiAug 2018 to Dec 2022
  5. Gulliver Prep SchoolAug 2014 to Aug 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
7617665
Firm CRD
288563
Advisor's SEC record (opens in a new tab)
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