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Daniel Luiz Almeida

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-13
  • MA RA
    APPROVED
    Since 2023-12-13

Branch Locations

Prudential Tower, 800 Boylston Street, Boston, MA 02199-3600 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ropes Wealth Advisors Llc Boston MA 11/2017 03/2020
Boston Private Wealth Llc Boston MA 04/2015 11/2017
Ropes Wealth Advisors Llc Boston MA 03/2020 10/2023
Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc Boston MA 11/2023 Present
  • 11/2017 → 03/2020
    Ropes Wealth Advisors Llc
    Boston, MA
  • 04/2015 → 11/2017
    Boston Private Wealth Llc
    Boston, MA
  • 03/2020 → 10/2023
    Ropes Wealth Advisors Llc
    Boston, MA
  • 11/2023 → Present
    Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc
    Boston, MA
Previous Registrations
  • 2019-01-29 → 2023-11-29
    Ropes Wealth Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-29
  • S65 Uniform Investment Adviser Law Examination
    2019-01-29
Other Names
  • Luiz Almeida Daniel

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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