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Inactive

Santiago Orlando Melo

Pioneer Family Office, LLC

North Miami Beach, FL

CRD 7490756

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Employer firm

Pioneer Family Office, LLC CRD 142856

$957M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Pioneer Family Office, Llc

3323 Ne 163Rd St. Suite 604, North Miami Beach, FL 33160 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-10
  • FL RA
    APPROVED
    Since 2026-04-10

Branch Locations

3323 Ne 163Rd St. Suite 604, North Miami Beach, FL 33160 • 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
OrganizationCityStateFromTo
Pioneer Family Office Llc North Miami Beach FL 09/2021 Present
Arthritis Society Toronto 09/2017 10/2020
Savormetrics Hamilton 09/2016 07/2017
Independent Contractor - Economist Oakville 10/2020 09/2021
Unemployed Toronto 12/2015 09/2016
  • 09/2021 → Present
    Pioneer Family Office Llc
    North Miami Beach, FL
  • 09/2017 → 10/2020
    Arthritis Society
    Toronto
  • 09/2016 → 07/2017
    Savormetrics
    Hamilton
  • 10/2020 → 09/2021
    Independent Contractor - Economist
    Oakville
  • 12/2015 → 09/2016
    Unemployed
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-04

View on SEC IAPD

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