SR
Stewart M. Rickenbach
POXONO CAPITAL
NEW HOPE, PA
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CRD#: 8028239
SR
Professional summary
Stewart Mclean Rickenbach is a registered financial advisor currently at POXONO CAPITAL located in New Hope, Pennsylvania.
Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Stewart 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Stewart Mclean Rickenbach'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
January 29, 2025 - Present
POXONO CAPITAL
RIA
CRD#: 331470
NEW HOPE, PA
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
New Jersey(1/31/2025)
IAR
New York(1/29/2025)
IAR
Pennsylvania(1/29/2025)
IAR
Tennessee(8/28/2025)
IAR
Texas(1/29/2025)
Current Firm
PC
POXONO CAPITAL
POXONO CAPITAL | POXONO CAPITAL LLC
CRD#: 331470 / SEC#:
New Jersey
Registered Investment Advisory firm - (8/26/2024 Approved)New York
Registered Investment Advisory firm - (6/27/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/26/2024 Approved)Tennessee
Registered Investment Advisory firm - (8/28/2025 Approved)Texas
Registered Investment Advisory firm - (6/11/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Hope, PA
Mailing Address
Phone number
(215) 595-4666
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 5,783,577 |
Red Flags
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