Richard Kenneth Roscelli
Investment adviser representative at Cardea Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$124.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Cardea Capital Advisors, LLCNov 2023 to now
- AtomiJul 2022 to Dec 2023
- Belpointe Asset Management, LLCJan 2017 to Jul 2022
- Renaissance Asset Management LLCJul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cardea Capital Advisors, LLC
$124.2MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2261940
- Firm CRD
- 307600