Bonnie J. Cordeiro
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bonnie Jo Cordeiro was a registered financial professional .
Bonnie is a previously registered financial professional and started their career in finance in 1996. Bonnie had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 26, 2015 - January 26, 2022
SOUTH SHORE CAPITAL ADVISORS, LLC
October 3, 1996 - April 12, 1999
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
SOUTH SHORE CAPITAL ADVISORS, LLC
CRD#: 142915 / SEC#: 801-96332
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SOUTH SHORE CAPITAL ADVISORS, LLC
CRD#: 142915 / SEC#: 801-96332
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 249 |
| AUM (Assets Under Management) | $ 226,110,084 |
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.
