Salvatore Ricco
Salvatore Ricco is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tampa, FL, with 39 years of industry experience. Salvatore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2202 N Westshore Blvd, Ste 200, Tampa, FL, 33607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Salvatore is an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He also works as an advisory representative of a Registered Investment Advisor, spending nearly full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Gfa Securities, LLCBroker
Walnut Street Securities, INC.Broker
Gerstein, Fisher & Associates, INC.
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.
Jefferson Pilot Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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