Berto Cabral, financial advisor Johnston RI

Berto Cabral

CRD Number: 6025424
Current Firm: Eagle Strategies LLC

Berto Cabral (CRD# 6025424) is an Investment Advisor Representative working at Eagle Strategies LLC in Johnston, RI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Quinn Wealth Strategies, LLC Bridgewater, MA Sep 2020 - Current 3
Mml Investors Services Warwick, RI Aug 2020 - Current 3
Mass Mutual Life Insurance Company Warwick, PR Aug 2020 - Current 3
Cabral Financial Group, LLC Johnston, RI Jun 2019 - Current 4
Eagle Strategies LLC Bridgewater, MA May 2018 - Aug 2020 2
Nylife Securities, LLC Bridgewater, MA Feb 2012 - Aug 2020 8
New York Life Ins Co Bridgewater, MA Feb 2012 - Aug 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Berto Cabral
Phone Number: (888) 695-3245
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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