John Almeida, financial advisor Auburn MA
96 score

John Almeida

CRD Number: 4533343
Current Firm: Balance Sheet Solutions LLC

John Almeida (CRD# 4533343) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Auburn, MA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cu Investment Solutions LLC Overland Park, KS Nov 2012 - Current 5
Balance Sheet Solutions, LLC Warrenville, IL Jun 2009 - Current 8
Balance Sheet Solutions LLC Warrenville, IL Dec 2007 - Jun 2009 1
Cu Investment Solutions, Inc. Auburn, MA Sep 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for John J. Almeida
Phone Number: 630-276-2846
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,062
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $46,172,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, IL, IN, MA, MN, NJ, NY, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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