Bryan Horst Pinedo
Investment adviser representative at Jefferies Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$5.2BFirm assets
3 yearsFirm 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Jefferies Investment Advisers LLCJun 2025 to now
- Jefferies LLCFeb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Optima Fund ManagementSep 2021 to Nov 2022
- Cerulli AssociatesSep 2019 to Sep 2021
- Definitive HealthcareJun 2018 to Aug 2018
- Boston College Recreation ComplexAug 2017 to May 2018
- Miami Beach Golf ClubJun 2017 to Aug 2017
- Boston CollegeAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 yearsIn 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
- 7666088
- Firm CRD
- 325421