SP
Sergio M. Pedreiro
LONGAVISTA ADVISORS
Greenwich, CT
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CRD#: 7509836
SP
Professional summary
Sergio Messias Pedreiro is a registered financial advisor currently at LONGAVISTA ADVISORS, LLC located in Greenwich, Connecticut.
Sergio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sergio has worked at 1 firm and has passed the Series 65 exam.
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.
Longavista Advisors LLC, CT RIA, 601 Lake Ave, Greenwhich CT 06830. I am Managing Member. There is no relationship with NuOrion. I would devote less than 5 hours a week to Longavista (during business hours).
CRS (Client Relationship Summary) - RIA
Click below to view Sergio Messias Pedreiro'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
April 14, 2022 - Present
LONGAVISTA ADVISORS, LLC
RIA
CRD#: 319028
Greenwich, CT
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
Connecticut(4/14/2022)
Current Firm
LA
LONGAVISTA ADVISORS, LLC
LONGAVISTA ADVISORS, LLC
CRD#: 319028 / SEC#:
Connecticut
Registered Investment Advisory firm - (4/14/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Greenwich, CT
Mailing Address
Phone number
(203) 219-9211
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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