CCO · Davivienda Advisors
Ricardo Gonzalez
CRD 2139772 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Davivienda Advisors, an SEC-registered asset manager based in Miami, FL with $120 million in regulatory assets, lists Ricardo Gonzalez on its Form ADV as CCO, a control person. The SEC filings also name Ricardo at 1 other registered adviser.
Firms and roles
- Davivienda AdvisorsCCOAsset manager · Miami, FL · $120M in regulatory assets
- Pilotai WealthChief Compliance OfficerAsset manager · Miami, FL · $0M in regulatory assets
AtlasMembers
Ricardo’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Herman E. CruzCEO, Pilotai Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ricardo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.