About
Overall, investing and soccer nerd. My commitment is to life long education in order to best serve my clients in an constantly changing world. I provide a transparent process to inform my clients with the most relevant information that will impact their investment portfolios. When away from work, I spend my time with my family or volunteering to teach finance or leadership skills in the community.
Firm Information
FirmAlmeida Investment Management
PositionCEO & Portfolio Manager
Agency Typeria
Firm CRD#288785
About Firm
As a fiduciary, we choose to be held to the highest standard of care. We will maintain a strong commitment to being a fee-only advisor that puts people before products. As a private company, we are responsible only to our clients, not to shareholder value.
Firm Location
Professional Details
Advisor CRD#5437669
Fiduciary Yes — acts in your best interest
CompensationAssets Under Management (AUM)
Designations
Licenses
Practice Focus
Specialties
- Employee Benefit Plans / 401(k) 60%
- Individual Stocks / Bonds 40%
Preferred Client Type
- Business Owners 60%
- High Net-Worth Individuals 40%
Education
Education
Hofstra University
About Me
Hobbies & Interests
Community Involvement National Association of Personal Financial Advisors (NAPFA)