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Richard Robert Vazza

Richard R. Vazza

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CRD#: 6008446
Richard Robert Vazza

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Robert Vazza, who also goes by Rick Robert Vazza, Ricky Robert Vazza, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2012. Richard had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography


Hi, I am Rick Vazza, founder and financial advisor of Driven Wealth Management. I launched Driven Wealth Management in 2018 to partner with Driven professionals and entrepreneurs. After several years advising ultra high net worth clients at major institutions, I recognized I love working with business owners.  Unfortunately, I noticed a few problems in trying to do so: The financial industry traditionally charges on the investments they are managing, but most business owners don't have sizable investment accounts - their net worth is in the business after all! Standard planning topics aren't interesting or relevant to business owners - diversification and stock market returns don't seem attractive when your business has a high return on capital. Owners are weary of "financial advisors" just trying to sell them life insurance.  From this, Driven Wealth Management launched to address these problems and partner with business owners and their families by: Charging a fee for service (like a consultant), not requiring a fee on assets. Helping business owners grow their largest asset (company) using expertise gained through earning the CFA designation by focusing on business metrics and strategy.  Using the expertise gained through earning the CFP® designation to explain how business decisions impact the personal and family planning of the owners and ensuring they continue to build their net worth without overlooking any blind spots.
top-8-questions

Question & Answer


What are your service offerings?
Estate Planning
Investment Planning
Business Succession Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
What is your minimum asset requirement?
1
How do you get paid?
Fee Only
Are you a "fiduciary"?
No

Aliases


Rick Robert Vazza | Ricky Robert Vazza

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 12, 2018 - May 5, 2022

DRIVEN WEALTH MANAGEMENT

RIA
CRD#: 297395
SAN DIEGO, CA
Past

September 2, 2016 - April 30, 2018

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
Washington, DC
Past

January 16, 2014 - June 15, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEW YORK, NY
Past

February 24, 2012 - June 14, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DW
DRIVEN WEALTH MANAGEMENT
DRIVEN WEALTH MANAGEMENT | DRIVEN WEALTH MANAGEMENT, LLC

CRD#: 297395 / SEC#:

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Contact information


Main Address
San Diego, CA
Mailing Address
Phone number
(619) 630-0660
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts26
AUM (Assets Under Management)$ 1,439,674

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


DRIVEN WEALTH MANAGEMENT

CRD#: 297395

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Contact information


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