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Unclaimed

Standard Partners LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Ricardo Camacho is a registered Investment Advisor Representative with Standard Partners LLC, a firm based in Bethesda, MD. Ricardo has been in the industry since August of 2013. Ricardo is licensed to provide investment advisory services in Maryland. Ricardo's primary focus is on portfolio management for individuals, businesses, and pooled investment vehicles. He is experienced in providing financial advice to a variety of clients including high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. Ricardo's firm manages over $45 million in assets, and Ricardo manages a portion of these assets. Ricardo has been a registered investment advisor since 2022, and has taken the Series 65 Exam.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

BEVERLY HILLS, CA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ricardo Ramirez is a financial advisor registered with HSBC Securities (USA) Inc. Ricardo has been in the financial services industry since August 1997. Ricardo is currently registered in 14 states and the District of Columbia. Ricardo has held previous positions with other financial institutions, including Global Investor Services, L.C., Capital Guardian, LLC, Morgan Keegan & Company, Inc., ASD Financial Services Corp, Morgan Stanley DW Inc., Uhlmann Price Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc. Ricardo is a Series 3, 7 and 66 licensed advisor. Ricardo's specializations include Asset Allocation, Portfolio Management for Pooled Investment Vehicles, and Portfolio Management for Businesses. Ricardo is a licensed investment advisor representative and a registered representative. Ricardo is also registered as an Investment Advisor Representative in Alabama, California, District of Columbia, Florida, Maryland, Michigan, Minnesota, New York, Ohio, and Texas.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

BUFFALO, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Espejo is a financial professional with over 13 years of experience in the industry. Ricardo is currently registered with HSBC Securities (USA) Inc. as a Registered Representative and Investment Advisor Representative. Previously, Ricardo was registered with M&T Securities, Inc. and HSBC Securities (USA) Inc.. Ricardo holds the Series 6, Series 7, Series 63, and Series 66 securities licenses. Ricardo specializes in providing financial advice to individuals, businesses, and investment companies.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

GREENWOOD VILLAGE, CO

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Santos is a financial advisor with Fisher Investments. Ricardo has been in the financial industry since 2006. Ricardo has worked for several firms prior to joining Fisher Investments, including VOYA FINANCIAL ADVISORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LPL FINANCIAL CORPORATION, and FIRST INVESTORS CORPORATION. Ricardo is registered with the state of Florida and Texas. Ricardo has specialized in portfolio management, financial planning, and investment company products.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stelac Advisory Services LLC

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

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.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

SAN ANTONIO, TX

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ricardo Francisco Acosta is a financial advisor currently registered with RBC Capital Markets, LLC. Ricardo has been in the industry since 1999 and has a broad range of experience. Ricardo is licensed to provide investment advice in Texas. Ricardo previously worked at Sterne, Agee & Leach, Inc., M. R. Beal & Company, Popular Securities, Inc., Samuel A Ramirez & Co., Inc., Southwestern Capital Markets, Inc., and USAA Investment Management Company. Ricardo has Series 7, 50, 52TO, 63, 79, and SIE licenses. Ricardo specializes in providing investment advice to a variety of clients including individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Ricardo Gomez is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. Ricardo holds a Series 65 license and is registered in California. Ricardo is experienced in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ricardo is also experienced in providing pension consulting and selection of other advisers. Ricardo is affiliated with Knights of Columbus Insurance and works as a Field Agent selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Donisete Stabile is a registered representative with Goldman Sachs & Co. LLC. Ricardo has been in the financial services industry since August 2012. Ricardo's professional certifications include the Securities Industry Essentials Examination (SIE) and the Series 99 examination.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

City National Rochdale | CFA ® (Certifications)

location

NEW YORK, NY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Kong is a financial advisor at City National Rochdale. Ricardo has been working in the financial services industry since April 2010. Ricardo has a strong background in investments and has held positions at a number of reputable firms, including HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ricardo holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Ricardo specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Gonzalez is a registered investment advisor representative with Dimensional Fund Advisors LP based in Austin, Texas. Ricardo is licensed to provide investment advice in all 50 states and the District of Columbia. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ricardo has been in the financial services industry since 2010. Prior to joining DFA, Ricardo was a registered representative with DFA Securities LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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