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DP

Daniel S. Pinheiro

SOUTH COAST PLANNING & WEALTH MANAGEMENT
FALL RIVER, MA 02721
Some features on this profile are disabled
CRD#: 7331744
DP

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)

Exams

Current Firm

SC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts147
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.

Company Information

SOUTH COAST PLANNING & WEALTH MANAGEMENT

CRD#: 326997Fall River, MA 02721

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