Ricardo Donalexis
Professional summary
Ricardo Donalexis, who also goes by Ricardo Donalexis Brown, Ricardo Brown, is a registered financial advisor currently at INSIGHT FAMILY FINANCIAL located in Sarasota, Florida.
Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ricardo has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ricardo Donalexis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2022 - Present
INSIGHT FAMILY FINANCIAL
Office #1: 8051 N Tamiami Trail Suite E6, Sarasota, FL 34243October 10, 2017 - June 15, 2021
PLANMEMBER SECURITIES CORPORATION
May 26, 2017 - June 15, 2021
PLANMEMBER SECURITIES CORPORATION
June 15, 2015 - March 31, 2017
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2022)
(4/15/2022)
(8/30/2023)
Exams
Current Firm
INSIGHT FAMILY FINANCIAL
CRD#: 317633 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 1,025,948 |
Red Flags
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