AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A AMERAUDI INVESTMENT SERVICES LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at AMERAUDI INVESTMENT SERVICES LLC

CRD#: 327842
BD

Looking for a Financial Advisor at AMERAUDI INVESTMENT SERVICES LLC?

We have compiled every financial advisor who works at AMERAUDI INVESTMENT SERVICES LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for AMERAUDI INVESTMENT SERVICES LLC Comes From

Understanding the Statistics for AMERAUDI INVESTMENT SERVICES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
19 E. 54th Street, New York, NY 10022
Mailing Address
19 E. 54th Street, New York, NY 10022
Firm Size
Small
Phone Number
(212) 833-1090
Established
New York since 06/29/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AMERAUDI INC.OWNER
CAMPBELL, ROBERT NMNFINOP1349154
JIMENEZ, PABLO LEONARDOCCO/AMLCO5533140
O'SHAUGHNESSY, MICHAEL WILLIAMCEO/EXECUTIVE REPRESENTATIVE1772946

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at AMERAUDI INVESTMENT SERVICES LLC

MO

Michael William O'shaughnessy

Michael William Dshaughnessy, Michael William Oshaughnessy, Michael William Oshaugnessy
IAR
RR
CRD#: 1772946
Location:
New York, NY 10022
Company:
AMERAUDI ASSET MANAGEMENT, INC.
Disclosures:
Experience:
38 years
View Profile
JV

Joao Paulo Viscardo

J P Viscardo, John Viscardo
IAR
RR
CRD#: 5971536
Location:
New York, NY
Company:
AMERAUDI ASSET MANAGEMENT, INC.
Disclosures:
Experience:
11 years
View Profile
DL

Daniel Eduardo Lima

Daniel Lima, Daniel Machado De Lima, Daniel Eduardo Queiroz Machado De Lima
IAR
RR
CRD#: 7457668
Location:
New York, NY
Company:
AMERAUDI ASSET MANAGEMENT, INC.
Disclosures:
Experience:
4 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics