Ricardo Popovsky
Ricardo Popovsky is a registered investment advisor at Wells Fargo Advisors, based in Pepper Pike, OH, with 32 years of industry experience. Ricardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30050 Chagrin Blvd Ste 150, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2015Customer Dispute
February 2009Customer Dispute
November 2003Customer Dispute
July 2000Other Business Activities
Ricardo is the executor for his mother's estate, starting in September 2021. This investment-related activity requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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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