Richard
Roscelli
Cardea Capital Advisors, LLC
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About this Advisor
Richard Roscelli is a financial advisor based in Atlanta, Georgia, working with Cardea Capital Advisors, LLC. Richard has previously held positions at Great Pacific Trading Company, Cathay Consultants LTD, Great Pacific Wealth Management, Attain Capital, Belpointe Asset Management, LLC, Cardea Capital Advisors, LLC, Atomi, National Securities Corp, Reliance Capital Markets Ii LLC, National Asset Management, and Renaissance Asset Management LLC. Richard has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Richard is part of Cardea Capital Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 13 employees and manages assets totaling $133.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cardea Capital Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Cardea Capital Advisors, LLC Brokerage Details
$133,324,114
13
219
$608,786
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
- Educational seminars/workshops
Richard Roscelli Work History
Cardea Capital Advisors, LLC
Atomi
Belpointe Asset Management, LLC
National Asset Management
Renaissance Asset Management LLC
National Securities Corp
Reliance Capital Markets Ii LLC
Cathay Consultants LTD
Attain Capital
Great Pacific Wealth Management
Great Pacific Trading Company
Disclosures
Please visit the SEC profile of Richard Roscelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cardea Capital Advisors, LLC
Atlanta, GA
Atlanta, GA
Miami, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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