Lorenzo Pereira weber
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 LLCApr 2026 to now
- Brasil Plural Investment Advisor LLCMar 2026 to now
- L&s Investment Advisors LLCMay 2025 to now
- Weber HausSep 2024 to May 2025
- University of West FloridaSep 2021 to May 2025
- Weber HausJul 2020 to Jul 2021
- UnemployedJan 2020 to Jun 2020
- Escola Estadual De Educa��o B�sica Prof. Mathias Sch�tzJan 2017 to Dec 2019
- Escola Municipal De Ensino Fundamental 25 De JulhoMar 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8246662
- Firm CRD
- 288563