Advisor Details

Advisor Details

Financial Advisor in New York, New York with 4 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 253297

Chartered Financial Analyst (CFA)

Personal Bio

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 Name

Almeida Investment Management

Firm Bio

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 SEC/CRD #

288785

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

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Resume

Education

Hofstra University
BBA - Finance
Duration: 2007 - 2011

License(s)

Series 65

Advisor SEC/CRD #

5437669

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    Yes

    Methods of Compensation

    Assets Under Management (AUM)

    Specialties

    Preferred Client Type

    Membership Associations

    National Association of Personal Financial Advisors (NAPFA)

    Activities/Hobbies

    Soccer, Running/Jogging

    Volunteer Experience

    10zTeam Soccer - "Building Community Through Soccer"

    Accomplishments

    NYC Marathon 2016

    Publications Featured In

    Other

    Disclaimer

    The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Almeida Investment Management LLC (referred to as “Almeida Investments”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. ​ Almeida Investments does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Almeida Investments be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Almeida Investments] or an Almeida Investments authorized representative has been advised of the possibility of such damages. ​ In no event shall Almeida Investment Management LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. ​ CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Almeida Investments. The Chartered Financial Analyst Designation is trademarked and owned by CFA Institute.

    “If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.” - Warren Buffett

    Andrew Almeida, CFA, CFP

Contact:

1216 Broadway
New York, New York 10001

andrew@almeidainvestments.com

(347) 776-1863

Contact

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