Sara A. Sroka
BIENVENUE WEALTH LLC
New Orleans, LA 70163
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CRD#: 7058886
Professional summary
Sara Adele Sroka, CFP®, who also goes by Sara Adele Riccio, is a registered financial advisor currently at BIENVENUE WEALTH LLC located in New Orleans, Louisiana.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sara has worked at 1 firm and has passed the Series 65 exam.
Biography
Before joining Bienvenue Wealth, I had a background in individual and small business taxation, as well as corporate accounting. I am currently helping clients with tax and business planning, cash flow analysis, and investment management. I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen firsthand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Generation X
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Sara Adele Riccio
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 Sara Adele Sroka'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: 2021
Experience
Current
January 4, 2019 - Present
BIENVENUE WEALTH LLC
Office #1: 1100 Poydras Street Suite 2125, New Orleans, LA 70163RIA
CRD#: 153313
New Orleans, LA
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(1/4/2019)
IAR
Texas(9/28/2021)
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
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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
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Company Information
BIENVENUE WEALTH LLC
CRD#: 153313New Orleans, LA 70163TRUST BUT VERIFY
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Contact information
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