Robert Thomas Rickey

Current Employers

Employment History

• 08/1997 → 08/2022
  Tiaa
  Massapequa Park, NY
• 08/1997 → 08/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Massapequa Park, NY
• 02/2023 → 10/2025
  Trunor Consulting & Coaching Services
  Massapequa Park, NY
• 06/2023 → Present
  Straightline Group Llc
  Troy, MI
• 10/2022 → 06/2023
  Straightline Group Llc
  Massapequa Park, NY

Other Businesses

CIO Group, LLC, investment-related: 41 Madison Ave, Floor 31, New York, NY 10010. CIO Group is registered investment adviser focused on providing investment advisory services and comprehensive assessment of portfolios for family offices by using proprietary analytics and Artificial Intelligence. Investor and Advisory Board Member, June 2025- present, 2 hours per month during securities trading hours. Financial Wellness Labs, Inc. fka Questal, Inc.- not investment-related, 4 West Palisade Ave., Unit 1210, Englewood, NJ 07631. Financial Wellness Labs is a financial wellness company that provides digital tools, education, and personalized financial coaching to help individuals manage their finances and achieve financial goals. Financial Wellness Labs offers a tech-driven platform with tailored human support designed to address each user's unique financial situation. Financial Wellness Labs does not provide financial advice nor sell any investment-related products and is not a registered investment advisor. Investor and advisor to Financial Wellness Labs leadership, member of advisory board, December 2024, estimated 4 hours per month devoted to this business during securities trading hours, acting as advisor to Financial Wellness Labs leadership leveraging industry knowledge and contacts to support their business objectives. Mr. Rickey is licensed to sell insurance in New York and Michigan in order to offer such insurance products to clients with insurance needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-22

Designations

Other Names

• Robert Tom Rickey