RC
Ricardo R. Calderon
MAS ADVISORS LLC
CORAL GABLES, FL 33134
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CRD#: 6132865
RC
Professional summary
Ricardo Ramon Calderon is a registered financial advisor currently at MAS ADVISORS LLC located in Coral Gables, Florida.
Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ricardo has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
1.) MAS SERVICES, LLC, 501 BRICKELL KEY DRIVE, ST 509, MIAMI, FL 33131 MEMBER, 4-8 HRS PER MONTH (NO INTERFERENCE WITH THE TRADING DAY). PROVIDES FINANCIAL, ACCOUNTING, COMPLIANCE, POLICY ADMINISTRATION, WEB SERVICES AND DOCUMENT MANAGEMENT SERVICES FOR INSURANCE AND INVESTMENT CLIENTS. 2016 BUT SUCCESSOR TO FLAMINGO SOFTWARE WHICH COMMENCED RELATIONSHIPIN 2010. 2.) ACADIA LIFE INTERNATIONAL LIMITED, 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INVESTMENT RELATED (INSURANCE PROVIDER FOR FOREIGN NATIONALS), CEO AND DIRECTOR, .25HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP IN 2012 AS CEO. Business is winding down. The Company is not actively engaged in business activity. 3.) ACADIA LIFE LIMITED, 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INSURANCE AND INVESTMENT RELATED (INSURANCE PROVIDER FOR US INVESTORS), CEO, 2-4HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP AS CEO IN 2012 4.) ACADIA WEALTH MANAGEMENT LTD., 7 PAR-LA-VILLE ROAD, POWER HOUSE, C/O MARSH MANAGEMENT SERVICES BERMUDA LTD, HAMILTON, BERMUDA; INVESTMENT RELATED (INVESTMENT PRODUCTS COMPANY FOR FOREIGN INVESTORS), CEO & DIRECTOR, .25HRS PER MONTH (NO INTERFERENCE WITH TRADING DAY). COMMENCED RELATIONSHIP IN 2011. Business winding down. The Company is not actively engaged in business activity. 5.) MAS SERVICES LLC IS THE SOLE OWNER OF REGIS FINANCIAL PARTNERS, LLC, (F/K/A SYNERGY LIFE BROKERAGE GROUP, LLC) A NATIONAL LIFE BROKERAGE ORGANIZATION, THAT PROVIDES SERVICES TO INSURANCE AGENTS BUT MAKES NO DIRECT SALES TO INDIVIDUAL CLIENTS. AS THE ULTIMATE BENEFICIAL OWNER, I PROVIDE STRATEGIC GUIDANCE TO REGIS FINANCIAL PARTNERS, LLC, 2-4 HOURS PER MONTH WITH NO INTERFERENCE OF THE TRADING DAY. OWNER 09/2022 6.) INVESTORS PREFERRED LIFE INSURANCE COMPANY; INVESTMENT RELATED; 1719 W. MAIN ST., RAPID CITY, SD 57702; PRIVATE PLACEMENT LIFE INSURANCE AND ANNUITY CONTRACTS; BOARD OF DIRECTORS; NOV 9, 2023; 3 HOURS PER MONTH WITH NO INTERFERENCE OF THE TRADING DAY; PARTICIPATE AS A MEMBER OF THE BOARD OF DIRECTORS AND REVIEW ALL BUSINES OPERATIONS AND FINANCIAL INFORMATION OF THE COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Ricardo Ramon Calderon'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®
NoneExperience
Current
October 9, 2013 - Present
MAS ADVISORS LLC
Office #1: 2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134RIA
CRD#: 165906
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MAS ADVISORS LLC
MAS ADVISORS LLC | WEALTH STRATEGIES GROUP
CRD#: 165906 / SEC#: 801-77354
RIA
Registered Investment Advisory firm - (2/21/2013 Approved)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(10/9/2013)
IAR
Maine(5/2/2022)
Current Firm
MA
MAS ADVISORS LLC
MAS ADVISORS LLC | WEALTH STRATEGIES GROUP
CRD#: 165906 / SEC#: 801-77354
RIA
Registered Investment Advisory firm - (2/21/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134
Mailing Address
Phone number
(786) 364-3101
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 1,497,268,874 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 10/27/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
MAS ADVISORS LLC
CRD#: 165906Coral Gables, FL 33134TRUST BUT VERIFY
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