Salvatore James Ricco

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2009 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2009 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2003-06-19 → 2009-10-16
  Gerstein Fisher
  New York, NY
• 2000-02-18 → 2003-01-28
  Nathan & Lewis Securities, Inc.
  New York, NY

Other Businesses

1)RICCO WEALTH PARTNERS, LLC, 2202 N WESTSHORE BLVD, STE 200, TAMPA, FL, 10/20/2009, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 4 HR/MO- 4/TRADING HR. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-120/ HR/MO- 120/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1986-12-15

Designations

• Chartered Financial Consultant

Other Names

• Salvatore James Bicco