Michael G. Rivas
BIENVENUE WEALTH LLC
New Orleans, LA 70163
Some features on this profile are disabled
CRD#: 2094991
Professional summary
Michael George Rivas, CFP® is a registered financial advisor currently at BIENVENUE WEALTH LLC located in New Orleans, Louisiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
My career-long history in financial services includes an 11-year stint owning my own company on the trading floors in Chicago. M.G. Rivas Financial Inc. represented international clients on the Chicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT). I was a top producer while earning a global reputation for high ethical standards. My international experience as Vice President of BNP Securities USA, a division of Banque Nationale de Paris included running the firm’s fixed-income, derivatives, and equities desks. Working on the trading floor for over 18 years taught me to thrive as an independent customer advocate. While others were reading about it, I lived it. My passion is assisting your family by providing clarity for life!
My wife, Sharon and I, live, work, and play in New Orleans and throughout the Sportsman’s Paradise.
Connect with me on LinkedIn and follow me on Twitter and Facebook.
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Generation X
Medical Professionals
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael George Rivas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
April 1, 2010 - Present
BIENVENUE WEALTH LLC
Office #1: 1100 Poydras Street Suite 2125, New Orleans, LA 70163RIA
CRD#: 153313
New Orleans, LA
Past
December 14, 2006 - March 10, 2010
MELVILLE ISLAND, LLC
BD
CRD#: 140611
CHICAGO, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(4/1/2010)
IAR
Texas(9/28/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BIENVENUE WEALTH LLC
BIENVENUE WEALTH LLC | RIVAS FINANCIAL GROUP LLC | PRINCIPAL WEALTH, LLC | PRINCIPAL WEALTH LLC
CRD#: 153313 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/1/2010 Approved)Texas
Registered Investment Advisory firm - (9/24/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1100 Poydras Street Suite 2125, New Orleans, LA 70163
Mailing Address
Phone number
(504) 355-0890
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 369 |
| AUM (Assets Under Management) | $ 81,117,757 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BIENVENUE WEALTH LLC
CRD#: 153313New Orleans, LA 70163TRUST BUT VERIFY
Monitor Michael Rivas
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
