Lionel Benjamin Tapiero

Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 11/2018
  Logica Capital Advisers, Llc
  Los Angeles, CA
• 01/2011 → 11/2018
  Logica Capital Management, Llc
  Los Angeles, CA
• 11/2018 → 02/2020
  Stackin Financial, Llc
  Venice, CA
• 04/2020 → Present
  Highline Wealth Partners
  Sherman Oaks, CA

Previous Registrations

• 2019-05-21 → 2020-05-27
  Stackin' Financial
  Venice, CA
• 2018-02-20 → 2019-06-17
  Logica Capital Advisers, Llc
  Los Angeles, CA
• 2014-01-08 → 2017-12-31
  Logica Capital Advisers, Llc
  Los Angeles, CA

Other Businesses

Transunion LLC; 555 Adams St., Chicago, IL 60661. Not investment related. 10/21/2024 - present; Sales Vice President. I run a sales team, product strategy, data and analytics. I devote approx. 240 hours per month, 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-23

Other Names

• Lionel Tapiero