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Ricardo Ramon Calderon

MAS Advisors LLC

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About Ricardo Ramon Calderon

Ricardo Ramon Calderon is an investment advisor representative with MAS Advisors LLC in Miami, Florida. Ricardo is registered with the state of Florida and Maine. Ricardo has been in the investment advisory business since March 2010. MAS Advisors LLC provides financial, accounting, compliance, policy administration, web services and document management services for insurance and investment clients. The firm also provides investment advisory services including financial planning, selection of other advisors, portfolio management for businesses and individuals. Ricardo has worked at MAS Advisors LLC since October 2012 and has been a member of the MAS Services, LLC board of directors since 2016.

Firm Information

Ricardo Calderon is currently registered with MAS Advisors LLC. MAS Advisors LLC is an investment advisor headquartered in Miami, Florida. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. MAS Advisors LLC manages $1,354,221,310 in regulatory assets under management for 152 clients, including insurance companies, high-net-worth individuals, and other investment advisors. The firm has 1 licensed agent, 2 investment advisor representatives, and 1 registered representative. They are registered with the SEC under the number 801-77354.
MAS Advisors LLC

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$1.35B

Assets Under Management

Not reported

Total Clients

3

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 Calderon’s Registration & Firm History

FL

05/02/2022 - Present

MAS Advisors LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 09/12/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Ramon Calderon.
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