Ricardo Louis Rivadeneira

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 03/2015 → 01/2019
  Gap Inc.
  Austin, TX
• 08/2016 → 05/2020
  Fordham University
  Bronx, NY
• 09/2016 → 05/2017
  Trio Program
  Bronx, NY
• 05/2019 → 08/2019
  Two Men And A Truck
  Austin, TX
• 10/2019 → 03/2020
  Merrill Lynch, Pierce, Fenner, Smith
  New York, NY
• 08/2018 → 05/2020
  Fordham University
  Bronx, NY
• 08/2020 → 09/2021
  Fidelity Investments
  Westlake, TX
• 10/2018 → 09/2019
  Spin
  San Francisco, CA
• 10/2021 → 07/2022
  Citigroup
  Irving, TX
• 07/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-04-04 → 2022-06-27
  Citigroup Global Markets Inc.
  Irving, TX
• 2020-12-02 → 2021-09-17
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30