Roberto C. Figueiredo
Investment adviser representative at Reynders, Mcveigh Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Reynders, Mcveigh Capital Management, LLCJun 2021 to now
- Bank of AmericaAug 2011 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Reynders, Mcveigh Capital Management, LLC
$4.2BAssets managed
749Clients
21Advisers
20 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
- 7400021
- Firm CRD
- 137342