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Ricardo Hellmund

Stelac Advisory Services LLC

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About Ricardo Hellmund

Ricardo Hellmund is a financial advisor in Miami, FL. Ricardo is registered with Stelac Advisory Services LLC, a financial advisory firm based in New York, NY. Ricardo has been in the industry since 2011. Ricardo previously worked at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Ricardo specializes in portfolio management for individuals and pooled investment vehicles. Ricardo also provides financial planning, selection of other advisers, and publication of periodicals.

Firm Information

Ricardo Hellmund is currently registered with Stelac Advisory Services LLC. Stelac Advisory Services LLC is an investment advisory firm based in New York, NY. Founded in 2015, the firm provides financial planning and portfolio management services to high-net-worth individuals, pooled investment vehicles, and other clients. The firm's investment philosophy is based on a long-term, value-oriented approach. Stelac Advisory Services LLC is registered with the SEC and has a strong track record of delivering consistent investment returns for its clients.
Stelac Advisory Services LLC

654 MADISON AVENUE

NEW YORK, NY 10065

$3.94B

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ricardo Hellmund’s Registration & Firm History

FL

10/31/2018 - Present

Stelac Advisory Services LLC (MIAMI FL)

FL

07/23/2015 - 06/12/2018

UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)

FL

04/06/2011 - 08/05/2015

J.P. MORGAN SECURITIES LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 10/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Hellmund.
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