Cecilia H. Brandileone

CONSCIENTIA FAMILY OFFICE

Miami, FL 33131

CRD#: 4880588

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Professional summary

Cecilia Helena Brandileone, who also goes by Cecilia Helena Pinto Brandileone, is a registered financial advisor currently at CONSCIENTIA FAMILY OFFICE, LLC located in Miami, Florida.

Cecilia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Cecilia has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cecilia Helena Pinto Brandileone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecilia Helena Brandileone's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 27, 2020 - Present

CONSCIENTIA FAMILY OFFICE, LLC

Office #1: 1395 Brickell Ave. Suite 690, Miami, FL 33131

RIA

CRD#: 307727

Miami, FL

Past

January 20, 2005 - July 13, 2005

EFG CAPITAL INTERNATIONAL LLC

CRD#: 28349

MIAMI, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/19/2005

General Securities Representative Examination

Current Firm

CONSCIENTIA FAMILY OFFICE, LLC

CRD#: 307727 / SEC#:

Florida

Registered Investment Advisory firm - (6/17/2020 Approved)

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Contact information

Main Address

1395 Brickell Ave. Suite 690, Miami, FL 33131

Mailing Address

Phone number

(786) 442-7378

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 92,716,241

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cecilia H. Brandileone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cecilia Helena Brandileone's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSCIENTIA FAMILY OFFICE, LLC

EFG CAPITAL INTERNATIONAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2020

Series 7

Date: 1/19/2005

Current Firm

CONSCIENTIA FAMILY OFFICE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSCIENTIA FAMILY OFFICE, LLC

TRUST BUT VERIFY

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