Guilherme Loiacono

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CRD#: 7612599

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.

Guilherme Loiacono was a registered financial professional .

Guilherme is a previously registered financial professional and started their career in finance in 2023. Guilherme had worked at 1 firm and has passed the Series 82TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

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

March 16, 2023 - May 28, 2024

LESTE USA

CRD#: 301289

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".

LESTE USA

LESTE CAPITAL PARTNERS (FLORIDA), LLC | LESTE USA, LLC | LESTE USA

CRD#: 301289 / SEC#: 801-117206, 8-70614

RIA

Registered Investment Advisory firm - SEC (9/18/2019 Approved)

Terminated by SEC on 06/23/2024

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.

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

General Industry/Product Exam

Series 82TO

Date: 3/16/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 3/16/2023

Securities Industry Essentials Examination

Current Firm

LESTE USA

LESTE CAPITAL PARTNERS (FLORIDA), LLC | LESTE USA, LLC | LESTE USA

CRD#: 301289 / SEC#: 801-117206, 8-70614

RIA

Registered Investment Advisory firm - SEC (9/18/2019 Approved)

Terminated by SEC on 06/23/2024

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Contact information

Main Address

1450 Brickell Avenue Suite 2600, Miami, FL 33131

Mailing Address

Phone number

(305) 929-9200

Established

Delaware since 06/15/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

LESTE USA BROCHURE (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
LESTE HOLDING, LLC	MEMBER
CAMARGO, TAINA HUTTEN	CHIEF LEGAL OFFICER	7087596
HERMANN, EMMANUEL ROSE	CHIEF EXECUTIVE OFFICER	2687683
REIGHARD-KEAN, VICKI LIN	CHIEF COMPLIANCE OFFICER (RIA ONLY)	4238486
SOUZA, ALESSANDRA AUGUSTA DE LIMA G. DA SILVA	CHIEF FINANCIAL OFFICER (RIA ONLY)	7087595

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 121,482,316

Disclosures

Regulatory Event

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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Guilherme Loiacono

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LESTE USA

Primary Firm SEC Registration

LESTE USA

State Registrations and Notice Filings

Exams

Series 82TO

Date: 3/16/2023

SIE

Date: 3/16/2023

Current Firm

LESTE USA

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LESTE USA

TRUST BUT VERIFY

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