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Jose Ricardo Moreira Canhisares

NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC·SOUTH MIAMI, Florida
Clean recordNEWFOUNDLAND CAPITAL MANAGEMENT US, LLC
7301 SW 57TH CT, SOUTH MIAMI, FL 33143CRD# 7241522Firm CRD# 168646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Ricardo Moreira Canhisares · SOUTH MIAMI, FL
Registration
CRD #7241522 · NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jose Ricardo Moreira Canhisares is a registered financial advisor based in SOUTH MIAMI, Florida, affiliated with NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC
AUM
$173M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7241522
Firm CRD# 168646
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jose Ricardo Moreira Canhisares offer?
Jose Ricardo Moreira Canhisares specializes in Retirement Planning. Contact their office in SOUTH MIAMI, Florida for a consultation.
What are Jose Ricardo Moreira Canhisares's credentials?
Jose Ricardo Moreira Canhisares is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Ricardo Moreira Canhisares located?
Jose Ricardo Moreira Canhisares is based in SOUTH MIAMI, Florida, working with NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC. Their office serves clients in the SOUTH MIAMI metropolitan area and surrounding communities.
How does Jose Ricardo Moreira Canhisares charge for services?
Jose Ricardo Moreira Canhisares's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC?
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC has approximately 13 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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