Unclaimed Profile

Ian Joseph Rivero

POWER WEALTH MANAGEMENT LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 63, Series 65Clean record14 years registeredPOWER WEALTH MANAGEMENT LLC

2400 LAKEVIEW PKWY, ALPHARETTA, GA 30009CRD# 5690690Firm CRD# 315101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Joseph Rivero · ALPHARETTA, GA

Registration

CRD #5690690 · POWER WEALTH MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

POWER WEALTH MANAGEMENT

Mar 2023 – present

CALAMOS WEALTH MANAGEMENT LLC

Jan 2017 – Mar 2023

Coral Gables, FL

BAKERAVENUE

Feb 2015 – Jan 2017

PALM BEACH GARDENS, FL

STRATEGIC ADVISERS, INC.

Nov 2011 – Jan 2015

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 28, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POWER WEALTH MANAGEMENT LLC

CRD 315101 · SEC 801-127940

AUM

$294M

Regulatory assets under management

Employees

476 client accounts

Services offered by POWER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POWER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Ian Joseph Rivero offer?

Ian Joseph Rivero specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Ian Joseph Rivero's credentials?

Ian Joseph Rivero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Joseph Rivero located?

Ian Joseph Rivero is based in ALPHARETTA, Georgia, working with POWER WEALTH MANAGEMENT LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Ian Joseph Rivero charge for services?

Ian Joseph Rivero's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POWER WEALTH MANAGEMENT LLC?

POWER WEALTH MANAGEMENT LLC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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