Ricardo Hellmund
Investment adviser representative at Stelac Advisory Services LLC
11 yearsExperience
1 stateRegistered in
$6.3BFirm assets
18 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stelac Advisory Services LLCApr 2018 to now
- UBS Financial Services Inc.Jul 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Stelac Advisory Services LLC
$6.3BAssets managed
101Clients
1Advisers
18 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
- 5897138
- Firm CRD
- 145103