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Pedro L. Ridolfi

BELLA CAPITAL
MIAMI, FL 33139
Some features on this profile are disabled
CRD#: 5459551
PR

Professional summary

Pedro Loffredi Ridolfi, who also goes by Pedro Loffredi Rodolfo, is a registered financial advisor currently at BELLA CAPITAL located in Miami, Florida.

Pedro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Pedro has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pedro Loffredi Rodolfo

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.
Sperry BJJ LLC - Non Investment related - Fitness Gym - 760 NW 4th street suite 101 Miami Florida 33128 - Co- Owner Avanti Investment Services - Investment Services - 1815 Purdy Avenue Miami Beach FL 33139 - Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pedro Loffredi Ridolfi'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®
None

Experience

Current

November 15, 2024 - Present

BELLA CAPITAL

Office #1: 1815 Purdy Avenue, Miami, FL 33139
RIA
CRD#: 329476
MIAMI, FL
Past

April 26, 2019 - May 27, 2020

HOLISTIC BROKERAGE, LLC

BD
CRD#: 46001
MIAMI, FL
Past

July 26, 2018 - May 7, 2019

BLV SECURITIES

BD
CRD#: 35205
MIAMI, FL
Past

June 15, 2016 - February 13, 2017

STONEX FINANCIAL INC.

BD
CRD#: 45993
MIAMI, FL
Past

January 30, 2015 - April 4, 2016

XP INVESTMENTS US, LLC

BD
CRD#: 156691
MIAMI, FL
Past

February 6, 2012 - July 1, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

December 14, 2007 - January 30, 2012

SAFRA SECURITIES LLC

BD
CRD#: 47873
NEW YORK, NY

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
Florida
(11/15/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/3/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/12/2017
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/18/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/18/2022
General Securities Sales Supervisor - Options Module Examination

Current Firm

BC
BELLA CAPITAL
AVANTI INVESTMENT SERVICE LLC | BELLA CAPITAL | BELLA CAP LLC

CRD#: 329476 / SEC#:

Florida
Registered Investment Advisory firm - (11/15/2024 Approved)
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Contact information

Main Address
1815 Purdy Avenue, Miami, FL 33139
Mailing Address
Phone number
(305) 709-4081
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

BELLA CAPITAL

CRD#: 329476Miami, FL 33139

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