Ricardo LachmanCRD Number: 5512974
Current Firm: Quantsoft Advisers LP
Ricardo Lachman (CRD# 5512974) is an Investment Advisor Representative working at Quantsoft Advisers LP in Pompano Beach, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Quantsoft, LLC||Fort Lauderdale, FL||Apr 2007 - Current||9|
|Independant Contractor||Fort Lauderdale, FL||Jan 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management50MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$25,050,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients