Stelac Advisory Services LLC

Stelac Advisory Services LLC (CRD# 145103) is a financial advisory firm headquartered in New York, NY. They manage $3,941,146,748 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
654 Madison Avenue, Suite 1101, New York, NY 10065
https://www.linkedin.com/company/stelac-advisory-services-llc
By the Numbers
  • Total Assets Under Management
    3,941
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $8,567,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Stelac Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ricardo Hellmund, financial advisor Miami FL
Ricardo Hellmund
CRD#: 5897138
999 Brickell Ave, Suite 560, Miami, FL 33131

Ricardo Hellmund (CRD# 5897138) is an Investment Advisor Representative working at Stelac Advisory Services LLC in Miami, FL and has over 12 years of experience in the finance industry.

2
Fernando Pardo, financial advisor Miami FL
Fernando Pardo
CRD#: 4376744
999 Brickell Ave, Suite 560, Miami, FL 33131

Fernando Pardo (CRD# 4376744) is an Investment Advisor Representative working at Stelac Advisory Services LLC in Miami, FL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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