Albert Cordeiro, financial advisor New Bedford MA

Albert Cordeiro

CRD Number: 2929402
Current Firm: Pinnacle Investments, LLC

Albert Cordeiro (CRD# 2929402) is an Investment Advisor Representative working at Pinnacle Investments, LLC in New Bedford, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Investments, LLC Mansfield, MA Jun 2019 - Current 4
Albert M Cordeiro Accountant New Bedford, MA Dec 1990 - Current 33
Essex Securities LLC Topsfield, MA Aug 2013 - Jun 2019 5
Global Inv. Adv. Topsfield, MA Aug 2013 - Jun 2019 5
Eastern Point Advisors Lynnfield, MA Jan 2001 - Jun 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Albert M. Cordeiro
Phone Number: 315-251-1101
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    848
    MILLIONS
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $317,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

RI

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