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Manuel Medeiros Goulart

Investment Adviser Representative at Founders Financial Securities, LLC

San Ramon, CACRD #2751714Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Manuel Medeiros Goulart is an investment adviser representative with Founders Financial Securities, LLC in San Ramon, CA, where they have been registered since 2014. They have worked in the securities industry since 1998 and have been registered with 3 firms, including Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
2 states and territories

California, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/5/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 8/6/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/1/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Founders Financial Securities, LLCCurrent
4/7/2014 – San Ramon, CA
Transamerica Financial Advisors, Inc.
1/6/2012 – 4/7/2014San Jose, CA
Investment Advisors International, Inc.
6/26/2009 – 1/6/2012San Jose, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goulart Partners
    Apr 2014 – no end date reportedSan Ramon, CA
  2. Founders Financial Securities
    Apr 2014 – no end date reportedTowson, MD

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Founders Financial Securities, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Subscription fee
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0001.70%
  • Above $1,000,0001.40%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
115
Offices listed on AdvisorFinder:
26
Main office:
Towson, MD
SEC file number:
801-66892

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Manuel Medeiros Goulart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Manuel Medeiros Goulart (Founders Financial Securities)