Richard Kenneth Roscelli

Employer firm

Cardea Capital Advisors, LLC CRD 307600

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 01/2017
  Renaissance Asset Management Llc
  Henderson, NV
• 01/2017 → 07/2022
  Belpointe Asset Management, Llc
  Greenwich, CT
• 07/2022 → 12/2023
  Atomi
  Irvine, NV
• 11/2023 → Present
  Cardea Capital Advisors, Llc
  Atlanta, GA

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

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