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Thais Helena Monteiro

LESTE CAPITAL PARTNERS (FLORIDA), LLC·MIAMI, Florida
Unclaimed Profile
1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7956138Firm CRD# 285179
01

About

Thais Helena Monteiro is a registered financial advisor based in MIAMI, Florida, affiliated with LESTE CAPITAL PARTNERS (FLORIDA), LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LESTE CAPITAL PARTNERS (FLORIDA), LLC
LESTE CAPITAL PARTNERS (FLORIDA), LLC
AUM
$722M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LESTE CAPITAL PARTNERS (FLORIDA), LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7956138
Firm CRD# 285179
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thais Helena Monteiro offer?
Thais Helena Monteiro specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Thais Helena Monteiro's credentials?
Thais Helena Monteiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thais Helena Monteiro located?
Thais Helena Monteiro is based in MIAMI, Florida, working with LESTE CAPITAL PARTNERS (FLORIDA), LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Thais Helena Monteiro charge for services?
Thais Helena Monteiro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LESTE CAPITAL PARTNERS (FLORIDA), LLC?
LESTE CAPITAL PARTNERS (FLORIDA), LLC has approximately 20 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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