Bernardo Cunha Lima Menezes
Professional Summary
Bernardo Cunha Lima Menezes, who also goes by Bernardo C Menezes, was a registered financial advisor. Bernardo was a previously registered financial professional and started their career in finance 2015 - 2016. Bernardo had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bernardo C Menezes
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SMARTLEAF ASSET MANAGEMENT LLC
Contact Information
Main Address
One Bowdoin Square Suite 1000 10th Floor, Boston, MA, 02114Phone Number
(857) 366-9340# of Employees
18SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
18,475AUM (Assets Under Management)
$6,851,674,504Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SMARTLEAF ASSET MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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