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Marcia Sousa Da Ponte

AXIS WEALTH PARTNERS, LLC·EAST PROVIDENCE, Rhode Island
Clean recordAXIS WEALTH PARTNERS, LLC
400 MASSASOIT AVENUE, EAST PROVIDENCE, RI 02914CRD# 7472157Firm CRD# 167122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marcia Sousa Da Ponte · EAST PROVIDENCE, RI
Registration
CRD #7472157 · AXIS WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marcia Sousa Da Ponte is a registered financial advisor based in EAST PROVIDENCE, Rhode Island, affiliated with AXIS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC
AUM
$242M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at AXIS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7472157
Firm CRD# 167122
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcia Sousa Da Ponte offer?
Marcia Sousa Da Ponte specializes in Financial Planning, Investment Management. Contact their office in EAST PROVIDENCE, Rhode Island for a consultation.
What are Marcia Sousa Da Ponte's credentials?
Marcia Sousa Da Ponte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcia Sousa Da Ponte located?
Marcia Sousa Da Ponte is based in EAST PROVIDENCE, Rhode Island, working with AXIS WEALTH PARTNERS, LLC. Their office serves clients in the EAST PROVIDENCE metropolitan area and surrounding communities.
How does Marcia Sousa Da Ponte charge for services?
Marcia Sousa Da Ponte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIS WEALTH PARTNERS, LLC?
AXIS WEALTH PARTNERS, LLC has approximately 9 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AXIS WEALTH PARTNERS, LLC

Daniel Da Ponte
EAST PROVIDENCE, RI

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Nearby cities in Rhode Island
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Research
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