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Pedro Manuel Ribeiro Mr

MARNOA PRIVATE WEALTH COUNSEL LTD.
WATERLOO,ONTARIO,
·CRD# 6500307·11 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pedro Manuel Ribeiro

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

Current

MARNOA PRIVATE WEALTH COUNSEL LTD.Current·CRD# 332639
RIA
20 Erb Street West Suite 1001a, Waterloo,ontario, N2L1T2
October 17, 2024 - Present

Past

RAYMOND JAMES (USA) LTD.Past·CRD# 25853
RIA
Waterloo, Ontario
January 4, 2016 - October 1, 2024
RAYMOND JAMES (USA) LTD.Past·CRD# 25853
BD
Waterloo, Ontario
August 14, 2015 - October 1, 2024

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Current Firm

MP
MARNOA PRIVATE WEALTH COUNSEL LTD.

MARNOA PRIVATE WEALTH COUNSEL LTD.

CRD#: 332639 / SEC#: 801-131256
RIA
Registered Investment Advisory firm - SEC (10/17/2024 Approved)

Contact Information

Main Address

20 Erb Street West Suite 1001a, Waterloo,ontario, N2L1T2

Phone Number

(519) 707-0048

# of Employees

4

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A/2B BROCHURE (10/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

58

AUM (Assets Under Management)

$229,600,000

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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.

(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.

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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 - SEC (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.
IAR
Texas
(10/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Pedro Manuel Ribeiro MR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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