Unclaimed Profile

John Fernando Vieira

PERSONAL CFO SOLUTIONS LLC·CHESTER, New Jersey

SIE, Series 7, Series 66Clean record20 years registeredPERSONAL CFO SOLUTIONS LLC

384 MAIN STREET, CHESTER, NJ 07930-2528CRD# 4305977Firm CRD# 158248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Fernando Vieira · CHESTER, NJ

Registration

CRD #4305977 · PERSONAL CFO SOLUTIONS LLC · 20 years registered

Brand Profile

Not yet started

Career History

PERSONAL CFO SOLUTIONS LLC

Jul 2011 – present

THE AYCO COMPANY,L.P.

Nov 2005 – Jun 2011

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSONAL CFO SOLUTIONS LLC

CRD 158248 · SEC 801-74412

AUM

$1.2B

Regulatory assets under management

Employees

4,056 client accounts

Services offered by PERSONAL CFO SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PERSONAL CFO SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does John Fernando Vieira offer?

John Fernando Vieira specializes in Financial Planning, Investment Management. Contact their office in CHESTER, New Jersey for a consultation.

What are John Fernando Vieira's credentials?

John Fernando Vieira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Fernando Vieira located?

John Fernando Vieira is based in CHESTER, New Jersey, working with PERSONAL CFO SOLUTIONS LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.

How does John Fernando Vieira charge for services?

John Fernando Vieira's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL CFO SOLUTIONS LLC?

PERSONAL CFO SOLUTIONS LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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