Emanuel James Pinheiro
Investment adviser representative at Axis Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$377.4MFirm assets
5 yearsFirm in business
Are you Emanuel James Pinheiro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Axis Wealth Partners, LLCFeb 2021 to now
- Axis Advisors, LLCFeb 2021 to now
- Horizon Benefits LLCJun 2016 to Feb 2021
- New York Life Ins CoApr 2016 to Apr 2017
- Nylife Securities LLCApr 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (RI).
Axis Wealth Partners, LLC
$377.4MAssets managed
781Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5623110
- Firm CRD
- 167122