Paulo Lerner

Current Employers

Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-01-11

FL RA
APPROVED

Since 2017-01-11

Branch Locations

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Efg Capital International Corp	Miami	FL	09/2015	Present
Efg Asset Management (Americas) Corp	Miami	FL	12/2016	Present

09/2015 → Present

Efg Capital International Corp

Miami, FL
12/2016 → Present

Efg Asset Management (Americas) Corp

Miami, FL

Other Businesses

1-RIAR (Registered Investment Advisor Representative) with affiliated company EFG Asset Management (Americas), providing investment advice and services to clients on a non-discretionary basis. Compensation through EFG Capital International Corp (salaried employment). 2- Solidnest Housing LLC- Company incorporated to acquire real estate for personal investment purposes, 50% shareholder. Activities to take place after trading hours approximately 2 hours per month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-07

S66 Uniform Combined State Law Examination

2016-12-07

View on SEC IAPD

Current Employers

Efg Private Wealth Management (Americas) Corp.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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