Investment adviser representative · South Coast Planning & Wealth Management
Daniel S. Pinheiro
CRD 7331744 · Fall River, MA
At a glance
Daniel S. Pinheiro is an investment adviser representative with South Coast Planning & Wealth Management in Fall River, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- South Coast Planning & Wealth ManagementSince August 2023Fall River, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.