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PD

Pedro S. Desouza

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CRD#: 7347734
PD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pedro Sergio Desouza was a registered financial professional .

Pedro is a previously registered financial professional and started their career in finance in 2021. Pedro had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
DELL TECHNOLOGIES, NOT INVESTMENT RELATED, ROUND ROCK, TEXAS, CONSULTING / DATA SCIENCE, PRINCIPAL CONSULTANT, FULL-TIME EMPLOYEE, START DATE: 01/2017, 160 HOURS PER MONTH, UP TO 160 HOURS PER MONTH DURING TRADING HOURS, DATA SCIENCE CONSULTING.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 13, 2021 - September 29, 2025

MONEY BY SCIENCE WEALTH MANAGEMENT & FINANCIAL SERVICES LLC

RIA
CRD#: 313343
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/15/2020
Uniform Investment Adviser Law Examination

Current Firm

MB
MONEY BY SCIENCE WEALTH MANAGEMENT & FINANCIAL SERVICES LLC
MONEY BY SCIENCE WEALTH MANAGEMENT & FINANCIAL SERVICES LLC | MONEY BY SCIENCE WEALTH MANAGMENT & FINANCIAL SERVICES LLC | MONEY BY SCIENCE WEALTH MANAGEMENT AND FINANCIAL SERVICES, LLC

CRD#: 313343 / SEC#:

Texas
Registered Investment Advisory firm - (9/29/2025 Termination Requested)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 704-6745
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MONEY BY SCIENCE WEALTH MANAGEMENT & FINANCIAL SERVICES LLC

CRD#: 313343

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