MR
Manuel R. Rezendes
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Rumford, RI 02916
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CRD#: 4617575
MR
Professional summary
Manuel Raposa Rezendes, who also goes by Manuel Rezendes, is a registered financial advisor currently at BOUNTIFUL INVESTMENT MANAGEMENT LLC located in Rumford, Rhode Island.
Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Manuel has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 52, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Manuel Rezendes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EUCLID FINANCIAL SERVICES, REGIONAL DIRECTOR, 225 NEWMAN AVE. SUITE 303, EAST PROVIDENCE RI 02916. INSURANCE AND FIXED PRODUCT PLANNING. FROM 07/2010 TO PRESENT. 80 HRS/MONTH DURING SECURITIES HOURS. INSURANCE PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Raposa Rezendes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 8, 2015 - Present
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Office #1: 225 Newman Ave Suite 303, Rumford, RI 02916RIA
CRD#: 281437
Rumford, RI
Past
June 6, 2014 - August 21, 2015
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
EAST PROVIDENCE, RI
Past
November 19, 2013 - August 21, 2015
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
EAST PROVIDENCE, RI
Past
July 8, 2003 - December 10, 2004
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
January 15, 2003 - March 27, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
January 15, 2003 - March 27, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(10/1/2018)
IAR
Florida(1/24/2022)
IAR
Illinois(2/24/2021)
IAR
Indiana(3/8/2021)
IAR
Massachusetts(10/21/2015)
IAR
New Hampshire(3/28/2022)
IAR
North Carolina(11/25/2020)
IAR
Rhode Island(9/8/2015)
IAR
South Carolina(10/18/2021)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Newman Ave Suite 303, Rumford, RI 02916
Mailing Address
Phone number
(401) 305-2626
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 956 |
| AUM (Assets Under Management) | $ 131,324,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD#: 281437Rumford, RI 02916TRUST BUT VERIFY
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