---
title: "Andrew Almeida | Financial Advisors"
description: "Andrew Almeida at Almeida Investment Management. Overall, investing and soccer nerd. My commitment is to life long education in order to best serve my…"
url: https://financialadvisors.com/advisors/andrew-almeida/
---

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![Andrew Almeida](https://financialadvisors.com/wp-content/uploads/2023/06/2011121605202476Headshot3pont0.jpg)

# Andrew Almeida

Almeida Investment Management

investment

Certified Financial Planner Chartered Financial Analyst

Email Advisor

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## 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

![Almeida Investment Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2010281603906419Logo.jpg)

Firm Almeida Investment Management

Position CEO & Portfolio Manager

Agency Type ria

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

Compensation Assets Under Management (AUM)

Designations

Certified Financial Planner Chartered Financial Analyst

Licenses

Series 65

## 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

Running/Jogging Soccer

Community Involvement National Association of Personal Financial Advisors (NAPFA)

### Contact Information

Email Advisor

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[(347) 776-1863](tel:3477761863)

Address 1216 Broadway, New York, New York 10001, USA

### At a Glance

Founded 2017

### Links

[Website](https://www.almeidainvestments.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5437669)

### Connect

[LinkedIn](https://www.linkedin.com/in/andrewalmeida/)

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