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Richard Kenneth Roscelli

Cardea Capital Advisors, LLC

Vero Beach, FL

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Current Employers
Cardea Capital Advisors, Llc

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-12
  • GA RA
    APPROVED
    Since 2024-02-12

Branch Locations

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Renaissance Asset Management Llc Henderson NV 07/2016 01/2017
Belpointe Asset Management, Llc Greenwich CT 01/2017 07/2022
Atomi Irvine NV 07/2022 12/2023
Cardea Capital Advisors, Llc Atlanta GA 11/2023 Present
Previous Registrations
  • 2022-07-11 → 2024-05-01
    Compound Planning, Inc.
    New York, NY
    Las Vegas, NV
  • 2017-01-26 → 2022-07-08
    Belpointe Asset Management Llc
    Henderson, NV
    Reno, NV
  • 2016-01-04 → 2016-06-08
    B. Riley Wealth Advisors, Inc.
    Las Vegas, NV
  • 2014-09-17 → 2015-11-13
    Cathay Consultants Ltd.
    Henderson, NV
    Henderson, NV
  • 2013-12-09 → 2014-09-09
    Great Pacific Wealth Management
    Grants Pass, OR
  • 2011-12-22 → 2012-06-02
    Landmark Advisors Nevada
    Las Vegas, NV
Other Businesses

1) 1/2017 INSURANCE PRODUCER, BELPOINTE INSURANCE, LLC 125 GREENWICH AVENUE, GREENWICH CT 06830 INSURANCE PRODUCTS, APPROX 10 HOURS PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-04-05
S66 Uniform Combined State Law Examination 2010-01-22
  • S63 Uniform Securities Agent State Law Examination
    2016-04-05
  • S66 Uniform Combined State Law Examination
    2010-01-22

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
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DOWLING CAPITAL PARTNERS

Other Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce

Other Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL
CHARLES SCHWAB & CO., INC. · Vero Beach, FL
MORANGIE MANAGEMENT LLC · VERO BEACH, FL
STRATEGIC ADVISERS LLC · VERO BEACH, FL
SPIREPOINT PRIVATE CLIENT, LLC · VERO BEACH, FL

More in Vero Beach, FL

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