Daniel S. Pinheiro

SOUTH COAST PLANNING & WEALTH MANAGEMENT

FALL RIVER, MA 02721

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CRD#: 7331744

Professional summary

Daniel Silva Pinheiro, CFP®, CPWA® is a registered financial advisor currently at SOUTH COAST PLANNING & WEALTH MANAGEMENT located in Fall River, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Daniel Silva Pinheiro'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®

CFP^®

Certified Financial Planner

Start date: 2020

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-11-02

Expire date: 2024-10-31

Experience

Current

August 4, 2023 - Present

SOUTH COAST PLANNING & WEALTH MANAGEMENT

Office #1: 222 Milliken Blvd, Fall River, MA 02721

RIA

CRD#: 326997

FALL RIVER, MA

Past

February 2, 2021 - May 17, 2023

BARRY INVESTMENT ADVISORS, LLC

RIA

CRD#: 144955

NEW BEDFORD, MA

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

Massachusetts
(8/4/2023)

IAR

Rhode Island
(1/17/2024)

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

Current Firm

SOUTH COAST PLANNING & WEALTH MANAGEMENT

SOUTH COAST PLANNING & WEALTH MANAGEMENT | SOUTH COAST PLANNING & WEALTH MANAGEMENT LLC

CRD#: 326997 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/4/2023 Approved)

Rhode Island

Registered Investment Advisory firm - (1/8/2024 Approved)

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Contact information

Main Address

222 Milliken Blvd, Fall River, MA 02721

Mailing Address

Phone number

(508) 290-0411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 35,327,665

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.

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Daniel S. Pinheiro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Silva Pinheiro's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTH COAST PLANNING & WEALTH MANAGEMENT

BARRY INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

SOUTH COAST PLANNING & WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUTH COAST PLANNING & WEALTH MANAGEMENT

TRUST BUT VERIFY

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