AR
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Andres Ricketts

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
2,081 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1450 Brickell Avenue, Suite 1710, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andres is a member of an LLC involved in electronic device repair since 2017, dedicating a few hours per week to this activity. Andres also owns a rental property, but spends minimal time on it.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Jefferies LLC
October 2022 - Present · 3 yrs 4 mos
Jefferies LLCBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Leucadia Asset Management LLC
February 2023 - August 2023 · 6 mos
PNC Investments
September 2021 - October 2022 · 1 yr 1 mo
PNC InvestmentsBroker
September 2021 - October 2022 · 1 yr 1 mo
PNC Managed Account Solutions, INC.
December 2013 - October 2022 · 8 yrs 10 mos
PNC Managed Account Solutions, INC.
December 2013 - December 2021 · 8 yrs
Bbva Securities INC.Broker
July 2013 - September 2021 · 8 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.