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Michael Richard Lopes

Estuary Financial LLC

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About Michael Richard Lopes

Michael Richard Lopes is a Registered Investment Advisor Representative for Estuary Financial LLC. Michael joined Estuary Financial LLC in October 2016. Michael has a designation of Chartered Financial Analyst. Michael has been working in the industry since October 2014. Michael has experience with firms such as JPMorgan Chase Bank N.A. and Estuary Financial LLC. Michael currently works in the North Falmouth, MA office of Estuary Financial LLC.

Firm Information

Michael Lopes is currently registered with Estuary Financial LLC. Estuary Financial LLC is an investment advisor with 1 investment adviser representative. The firm manages $15,700,225 in discretionary assets for 6 high-net-worth individuals. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals.

$15.70M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lopes’s Registration & Firm History

MA

01/15/2019 - Present

Estuary Financial LLC (NORTH FALMOUTH MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Richard Lopes.
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