Sydney
Riccio
Cooper Mcmanus
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About this Advisor
Sydney Riccio is a financial advisor based out of Irvine, California who has 11 years of industry experience. Riccio currently works for Cooper Mcmanus. Their career trajectory has included roles at Sydney Riccio - Insurance, Cooper Mcmanus, Cambridge Investment Research, Inc and Securities America, Inc. Riccio has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Cooper Mcmanus is a registered investment firm based in Irvine, CA. The firm has offices in 21 locations and a total of 40 financial advisors. It controls $1 billion in assets under management among its 4,523 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 4,523 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically are based on the type of financial services. However, fee types billed by Cooper Mcmanus likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sydney Riccio Work History
Sydney has been registered as a financial advisor for 11 years.*
Cambridge Investment Research, Inc
Cooper Mcmanus
Sydney Riccio - Insurance
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sydney Riccio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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