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Ricardo Mihaly

Icon Wealth Partners

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About Ricardo Mihaly

Ricardo Mihaly is a financial advisor at Icon Wealth Partners, LLC. He is also a registered representative with Purshe Kaplan Sterling Investments, Inc. Ricardo has been in the financial services industry since 1997. Ricardo specializes in providing financial planning and investment management services to individuals and corporations. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Ricardo is also a registered investment advisor in the state of Texas.

Firm Information

Ricardo Mihaly is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

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 individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

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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other

Revenue sharing on eligible credit and cash management solutions

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Ricardo Mihaly’s Registration & Firm History

TX

08/01/2022 - Present

Icon Wealth Partners (HOUSTON TX)

TX

11/17/2014 - 02/23/2017

MSI FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

10/18/2012 - 08/15/2013

TRIAD ADVISORS, INC. (HOUSTON TX)

NY

06/01/2009 - 06/16/2010

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

12/10/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

06/17/1997 - 10/10/2002

THE GMS GROUP, LLC (EAST HANOVER NJ)

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Licenses & Designations

BOTH

Issued 04/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricardo Mihaly.
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