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.
(1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. PEDRO RIBEIRO IS LOCATED AT 766 HESPELER ROAD SUITE 303, CAMBRIDGE, ON
CANADA N3H 4R7 AND HAS BEEN EMPLOYED SINCE FEBRUARY 28, 2015. HE IS A FULL TIME AGENT AND HIS TITLE WITH RJL IS "FINANCIAL ADVISOR". HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES.
(2) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. PEDRO RIBEIRO IS LOCATED AT 766 HESPELER ROAD SUITE 303, CAMBRIDGE, ON CANADA N3H 4R7 AND HAS BEEN LICENSED WITH RJFP SINCE FEBRUARY 28, 2014 HE IS A FULL-TIME AGENT. HE DEVOTES 5 HOURS A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.
(3) 828421 ONTARIO INC. O/A SUNLIGHT HERITAGE HOMES IS NOT INVESTMENT-RELATED AND IS LOCATED AT 419 FOUNTAIN ST. S CAMBRIDGE ON CANADA N3H 1J2. 1/3 OWNER OF A CONSTRUCTION COMPANY THAT BUILDS HOMES AND MY POSITION/TITLE IS SHAREHOLDER. THE START DATE OF THE BUSINESS WAS JUNE 15, 1997.I DEVOTE NO HOURS TO THIS OTHER BUSINESS DURING BUSINESS AND TRADING HOURS. I HAVE NO DUTIES AS THIS WAS AN INHERITANCE.
4) Cambridge & North Dumfries Community Foundation is investment-related and is located at 135 Thompson Dr. Cambridge Ontario Canada. This is a community foundation and my position/title is Investment Committee Volunteer and the start date of the business will be May 1st, 2016. I devote 2 hours every 3 months to this other business not during business and trading hours. My duties are to review and advise on allocation of the investment fund. Effective as of May 1st I will join as a Board member as well.
CRS (Client Relationship Summary) - RIA
Click below to view Pedro Manuel Ribeiro MR'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
October 17, 2024 - Present
MARNOA PRIVATE WEALTH COUNSEL LTD.
Office #1: 20 Erb Street West Suite 1001, Waterloo,ontario, N2L1T2RIA
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
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 Erb Street West Suite 1001, Waterloo,ontario, N2L1T2
Mailing Address
Phone number
(519) 707-0049
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 1,400,000 |
Red Flags
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