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PR

Pedro M. Ribeiro

MARNOA PRIVATE WEALTH COUNSEL LTD.
WATERLOO,ONTARIO, N2L1T2
Some features on this profile are disabled
CRD#: 6500307
PR

Professional summary


Pedro Manuel Ribeiro MR, who also goes by Pedro Manuel Ribeiro, is a registered financial advisor currently at MARNOA PRIVATE WEALTH COUNSEL LTD. .

Pedro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Pedro has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pedro Manuel Ribeiro

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pedro Manuel Ribeiro MR's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 17, 2024 - Present

MARNOA PRIVATE WEALTH COUNSEL LTD.

Office #1: 20 Erb Street West Suite 1001a, Waterloo,ontario, N2L1T2
RIA
CRD#: 332639
WATERLOO,ONTARIO,
Past

January 4, 2016 - October 1, 2024

RAYMOND JAMES (USA) LTD.

RIA
CRD#: 25853
Waterloo, Ontario,
Past

August 14, 2015 - October 1, 2024

RAYMOND JAMES (USA) LTD.

BD
CRD#: 25853
Waterloo, Ontario,

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".
MP
MARNOA PRIVATE WEALTH COUNSEL LTD.
MARNOA PRIVATE WEALTH COUNSEL LTD.

CRD#: 332639 / SEC#: 801-131256

RIA
Registered Investment Advisory firm - (10/17/2024 Approved)

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
Texas
(10/17/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MP
MARNOA PRIVATE WEALTH COUNSEL LTD.
MARNOA PRIVATE WEALTH COUNSEL LTD.

CRD#: 332639 / SEC#: 801-131256

RIA
Registered Investment Advisory firm - (10/17/2024 Approved)
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Contact information


Main Address
20 Erb Street West Suite 1001a, Waterloo,ontario, N2L1T2
Mailing Address
Phone number
(519) 707-0048
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A/2B BROCHURE (1/26/2026)

Regulatory assets under management


Total Number of Accounts58
AUM (Assets Under Management)$ 19,273,422

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.

Company Information


MARNOA PRIVATE WEALTH COUNSEL LTD.

CRD#: 332639Waterloo,ontario, N2L1T2

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