Ricardo Hellmund

Employer firm

Stelac Advisory Services LLC CRD 145103

$6.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 04/2018
  Ubs Financial Services Inc.
  Coral Gables, FL
• 04/2018 → Present
  Stelac Advisory Services Llc
  New York, NY

Previous Registrations

• 2015-10-14 → 2018-06-12
  Ubs Financial Services Inc.
  Coral Gables, FL

Other Businesses

NAME OF BUSINESS: C. HELLMUND & CO. APARTADO 589, CARACAS 1070-A, VENEZUELA. MEMBER OF THE BOARD OF DIRECTORS. OWN 12-15% OF THE SHARES OF THE COMPANY. BOARD OF DIRECTORS' SUPERVISORY ROLE. 12/1998. (WWW.HELLMUND.COM) THIS COMPANY IS PRIVATELY HELD. THE COMPANY IS A WHOLESALER/DISTRIBUTOR OF CONSUMER ELECTRONIC PRODUCTS IN VENEZUELA. HOURS DEVOTED PER QUARTER: 5. HOURS DEVOTED DURING TRADING HOURS PER MONTH: 0.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-12
• S63 Uniform Securities Agent State Law Examination
  2011-04-25