Manuel Rezendes, financial advisor Rumford RI
93 score

Manuel Rezendes

CRD Number: 4617575
Current Firm: Euclid Wealth Management LLC

Manuel Rezendes (CRD# 4617575) is an Investment Advisor Representative working at Euclid Wealth Management LLC in Rumford, RI and has over 15 years of experience in the finance industry.

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Financial Independence, LLC
Company Name Location Dates Years
Euclid Wealth Management LLC Rumford, RI Aug 2015 - Current 2
Cco Investment Services East Providence, RI Aug 2013 - Current 4
Euclid Financial Services Rumford, RI Jul 2010 - Current 7
Citizens Bank Somerset, MA May 2012 - Aug 2013 1
Unemployed Somerset, MA Feb 2010 - Jun 2010 < 1
T-mobile Dartmouth, MA Oct 2005 - Jan 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Manuel R. Rezendes
Phone Number: 401-727-2727
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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