Lionel Tapiero has been an investment adviser representative at Highline Wealth Partners since April 2020, and is not listed among the firm’s executive officers or direct owners.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Lionel Tapiero’s longest registration is the current one, 6 years at Highline Wealth Partners since 2020. Before joining Highline Wealth Partners in 2020, Lionel Tapiero was registered through Stackin' Financial and Logica Capital Advisers, LLC.
- Highline Wealth PartnersCurrent– present · 6 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
- Stackin' Financial– · 1 yearVenice, CA · Adviser representative · Firm CRD 300433
- Logica Capital Advisers, LLC– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 168906
- Logica Capital Advisers, LLC– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 168906
Investment adviser representative registrations
Lionel Tapiero is registered as an investment adviser representative in California, since April 2020.
- CaliforniaSince 28 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lionel Benjamin Tapiero
- CRD
- 6244567
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Lionel Tapiero work?
Lionel Tapiero is an investment adviser representative registered through Highline Wealth Partners, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Lionel Tapiero a financial advisor?
Yes. Lionel Tapiero has a current investment-adviser registration in California, through Highline Wealth Partners since April 2020.
How many years of experience does Lionel Tapiero have?
Lionel Tapiero has 12 years in the financial industry, since February 2014, across 3 adviser firms.
What exams has Lionel Tapiero passed?
Lionel Tapiero passed the Series 65 in October 2013.
Where did Lionel Tapiero work before Highline Wealth Partners?
Before Highline Wealth Partners, Lionel Tapiero was registered through Logica Capital Advisers, LLC, February 2018 to June 2019; Logica Capital Advisers, LLC, January 2014 to December 2017.
Where is Lionel Tapiero based?
Lionel Tapiero’s registered office is in Sherman Oaks, CA.
Is Lionel Tapiero registered with FINRA?
No. Lionel Tapiero has no current broker registration.
How can I verify Lionel Tapiero’s record?
Search CRD 6244567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lionel Tapiero’s full registration record.
