Emanuel James Pinheiro

Employer firm

Axis Wealth Partners, LLC CRD 167122

$377M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → 04/2017
  New York Life Ins Co
  Waltham, MA
• 04/2016 → 04/2017
  Nylife Securities Llc
  Waltham, MA
• 02/2021 → Present
  Axis Advisors, Llc
  Riverside, RI
• 06/2016 → 02/2021
  Horizon Benefits Llc
  Pawtucket, RI

Other Businesses

Insurance Brokering; Agent for commercial health insurance, dental insurance, and ancillary health, disability, life insurance. Medicare supplemental and medicare advantage sales. Appointed with outside carriers for the purpose of brokering non-registered insurance products and providing paid consultation for small businesses and associations on their fixed employee benefit offerings; Seekonk, MA; independent contractor; start date 01/2013; 80 hours per month; investment related Rental Property; Multi Family rental ownership and operation. 61 Dalton Street East Providence 02916; rental income; owner; start date 06/2010; 10 hours per month; non-investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-10
• S63 Uniform Securities Agent State Law Examination
  2009-02-17

Other Names

• Emanuel J Pinheiro