Skip to content

Ricardo Lopez

Investment adviser representative at Baird Strategas LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
7 yearsFirm in business

Are you Ricardo Lopez? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Experience

11 years in the industry.

  1. Baird Strategas LLCApr 2025 to now
  2. StrategasMar 2025 to now
  3. T. Rowe PriceJul 2023 to Mar 2025
  4. UnemployedDec 2022 to Jul 2023
  5. T. Rowe PriceJun 2022 to Aug 2022
  6. Landmark PropertiesJul 2021 to May 2022
  7. Clemson UniversityAug 2019 to Dec 2022
  8. White & Case, LLPJun 2018 to Aug 2018
  9. Ryden BrothersMar 2017 to Aug 2021
  10. Scotch Plains Fanwood High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

Baird Strategas LLC

$0Assets managed
490Clients
1Advisers
7 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
7790889
Firm CRD
149326
Advisor's SEC record (opens in a new tab)
CallContact this firm