AUMdb
DS

Daniel Silva Pinheiro

CRD 7331744 Certified Financial Planner Chartered Financial Analyst

Firms

FirmRoleAs of
South Coast Planning & Wealth Management Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗