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Mitchell Brad Pinheiro

Legacy Investment Advisors, LLC

Voorhees, NJ

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Current Employers
Legacy Investment Advisors, Llc

603 Sheppard Road, Voorhees, NJ 08043 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-02-25
NJ RA APPROVED 2021-01-28
  • PA RA
    APPROVED
    Since 2021-02-25
  • NJ RA
    APPROVED
    Since 2021-01-28

Branch Locations

603 Sheppard Road, Voorhees, NJ 08043 • 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
Wunderlich Securities, Inc. Memphis TN 10/2015 05/2017
Costello Asset Management, Inc. Feasterville PA 05/2017 05/2018
Sturdivant & Co., Inc. Mount Laurel NJ 04/2019 01/2024
Self-Employed West Chester PA 06/2018 04/2019
Legacy Investment Advisors, Llc Mt. Laurel NJ 04/2019 01/2024
Legacy Investment Advisors, Llc. Voorhees NJ 01/2024 Present
Sturdivant & Co., Inc. Voorhees NJ 01/2024 Present
Previous Registrations
  • 2019-05-01 → 2020-12-31
    Legacy Investment Advisors, Llc
    Voorhees, NJ
  • 2017-05-24 → 2018-06-29
    Costello Asset Management, Inc.
    Feasterville, PA
  • 2015-10-07 → 2017-05-16
    B. Riley Wealth Management
    West Chester, PA
    New York City, NY
  • 2013-05-06 → 2015-10-28
    Imperial Capital Asset Management Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-10
S63 Uniform Securities Agent State Law Examination 1984-07-16
  • S65 Uniform Investment Adviser Law Examination
    2013-05-10
  • S63 Uniform Securities Agent State Law Examination
    1984-07-16
Designations

View on SEC IAPD

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Other Investors

ROBERT PAUL GREENWOOD
PETROS ANDREANIDIS
JOHN PAUL REARDEN
JOSEPH ANTHONY PISKO
Justina Staneviciute
Ochir Shurugcheev
PETER DAMIAN PALAZZO
Spencer Markoe

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · VOORHEES, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · VOORHEES, NJ
PTS BROKERAGE, LLC · VOORHEES, NJ
LPL FINANCIAL LLC · VOORHEES, NJ
EDWARD JONES · VOORHEES, NJ
MOLOTSKY TAX ADVISORY GROUP, LLC · VOORHEES, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VOORHEES, NJ
CITIZENS SECURITIES, INC. · VOORHEES, NJ

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