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Daniel Coelho Guerreiro

GUERREIRO, DANIEL COELHO·HILLSIDE, New Jersey
Clean recordGUERREIRO, DANIEL COELHO
897 WESTMINSTER AVE., HILLSIDE, NJ 07205CRD# 5869500Firm CRD# 172606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Coelho Guerreiro · HILLSIDE, NJ
Registration
CRD #5869500 · GUERREIRO, DANIEL COELHO
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Coelho Guerreiro is a registered financial advisor based in HILLSIDE, New Jersey, affiliated with GUERREIRO, DANIEL COELHO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RIO DOURO CAPITAL MANAGEMENT LLC
RIO DOURO CAPITAL MANAGEMENT LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at RIO DOURO CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5869500
Firm CRD# 172606
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Coelho Guerreiro offer?
Daniel Coelho Guerreiro specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HILLSIDE, New Jersey for a consultation.
What are Daniel Coelho Guerreiro's credentials?
Daniel Coelho Guerreiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Coelho Guerreiro located?
Daniel Coelho Guerreiro is based in HILLSIDE, New Jersey, working with GUERREIRO, DANIEL COELHO. Their office serves clients in the HILLSIDE metropolitan area and surrounding communities.
How does Daniel Coelho Guerreiro charge for services?
Daniel Coelho Guerreiro'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 GUERREIRO, DANIEL COELHO?
GUERREIRO, DANIEL COELHO has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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