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Veronica I. Pinto

Some features on this profile are disabled
CRD#: 5676382
VP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Veronica Inmaculada Pinto was a registered financial professional .

Veronica is a previously registered financial professional and started their career in finance in 2011. Veronica had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 14, 2018 - March 26, 2021

WEALTH SOLUTIONS USA, LLC

RIA
CRD#: 293264
Miami, FL
Past

October 3, 2011 - January 18, 2013

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
MIAMI, FL
Past

March 24, 2011 - April 16, 2014

WE FAMILY OFFICES

RIA
CRD#: 109869
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WEALTH SOLUTIONS USA, LLC
WEALTH SOLUTIONS USA, LLC

CRD#: 293264 / SEC#: 801-112786

RIA
Registered Investment Advisory firm - (4/9/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2018
Uniform Investment Adviser Law Examination

Current Firm

WS
WEALTH SOLUTIONS USA, LLC
WEALTH SOLUTIONS USA, LLC

CRD#: 293264 / SEC#: 801-112786

RIA
Registered Investment Advisory firm - (4/9/2018 Approved)
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Contact information

Main Address
C/ Génova 6 - 2ª Planta, Madrid 28004
Mailing Address
Phone number
34 91 561 3420
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTH SOLUTIONS USA, LLC ADV BROCHURE (9/4/2025)

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.

Company Information

WEALTH SOLUTIONS USA, LLC

CRD#: 293264

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