Roberto
Figueiredo

Reynders, Mcveigh Capital Management, LLC

CRD#7400021
Investment Advisor
in Boston, MA

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About this Advisor

Roberto Figueiredo is a financial advisor based in Boston, Massachusetts, working with Reynders, Mcveigh Capital Management, LLC. Roberto has previously held positions at Bank Of America and Reynders, Mcveigh Capital Management, LLC. Roberto is registered to provide services in Massachusetts. Currently, Roberto is part of Reynders, Mcveigh Capital Management, LLC, which operates out of Boston, Massachusetts. The firm has 36 employees and manages assets totaling $3.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Reynders, Mcveigh Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10 Post Office Square Suite N1010
Boston, MA 02109

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Reynders, Mcveigh Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,654,847,964

MA Average: $16,012,751,954
Total Number of Employees

36

MA Average: 118
Total Number of Accounts

757

MA Average: 4,567
Average Account Size

$4,828,069

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Roberto Figueiredo Work History

2021 - Present (3 years)

Reynders, Mcveigh Capital Management, LLC

2011 - 2015 (4 years)

Bank Of America

2011 - 2021 (10 years)

Bank Of America

Disclosures

Please visit the SEC profile of Roberto Figueiredo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reynders, Mcveigh Capital Management, LLC

Jennifer Yousif
Boston, MA
Clay Bruning
Boston, MA
Louisa Jacquinto
Boston, MA
Ryan Kreatz
Boston, MA
Jacquelyn Smith
Boston, MA
Alexandria Biela
Boston, MA
Anna Finklestein
Boston, MA
Ryan Boudreau
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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