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TF

Thiago D. Fasolo

OAKPOINT SOLUTIONS
TAMPA, FL 33602
Some features on this profile are disabled
CRD#: 8213806
TF
Thiago Dania FasoloOAKPOINT SOLUTIONS

Professional summary

Thiago Dania Fasolo, who also goes by Thiago Diana Fasolo, is a registered financial professional currently at OAKPOINT SOLUTIONS, LLC located in Tampa, Florida.

Thiago is registered as a RR (Registered Representative) and started their career in finance in 2026. Thiago has worked at 1 firm and has passed the Series 7TO and SIE exams.

Aliases

Thiago Diana Fasolo

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) - BD

Click below to view Thiago Dania Fasolo's CRS (Customer Relationship Summary).
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

June 23, 2026 - Present

OAKPOINT SOLUTIONS, LLC

Office #1: 100 South Ashley Drive Suite 1130, Tampa, FL 33602
BD
CRD#: 171775
TAMPA, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/23/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 6/16/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/6/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

OS
OAKPOINT SOLUTIONS, LLC
OAKPOINT SOLUTIONS, LLC

CRD#: 171775 / SEC#: , 8-69477

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Mailing Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Phone number
(212) 588-6440
Established
Florida since 01/13/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CKT LLCMANAGING MEMBER
COUGHLIN, GERARD JAMESCEO1792909
DRUTAU, MAYA ARTEMOVNAPRINCIPAL FINANCIAL OFFICER4580500
DRUTAU, MAYA ARTEMOVNAFINOP4580500
MILLER, DANIEL WILLIAMCHIEF COMPLIANCE OFFICER5790837

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

OAKPOINT SOLUTIONS, LLC

CRD#: 171775Tampa, FL 33602

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