Daniel Silva Pinheiro

Employer firm

South Coast Planning & Wealth Management CRD 326997

$35.3M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 04/2023
  Barry Investment Advisors
  New Bedford, MA
• 04/2017 → 12/2019
  Bank Of America/ U.S. Trust
  Providence, RI
• 10/2013 → 03/2017
  Mansfield Bank
  Mansfield, MA
• 05/2023 → Present
  South Coast Planning & Wealth Management Llc
  Swansea, MA

Previous Registrations

• 2021-02-02 → 2023-05-17
  Barry Investment Advisors, Llc
  New Bedford, MA

Other Businesses

Daniel Pinheiro provides software implementation consulting services to Cornerstone Financial Management LLC. This activity entails approximately 3-5 hours on a monthly basis, and is expected to conclude by the end of 2026.

Designations

• Certified Financial Planner
• Chartered Financial Analyst