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Edly Advisors
SEC-regulated
Registered investment advisor
Christopher Ricciardi, an investment professional with 30 years of experience, serves as the Chief Executive Officer of Edly Advisors. He specializes in asset finance and has held executive positions, including CEO of asset management companies. Ricciardi has developed an investment process for analyzing and investing in Income Share Agreements (ISAs) over the past two years, with investments totaling approximately $30 million across eight ISA pools. His previous roles include Partner at FlowPoint Education Management, Partner at Mead Park Advisors, Managing Director at JVB Financial Group, and CEO of Cohen Bros. & Company. Ricciardi has not faced any disciplinary actions or been involved in any events that could impact client evaluation. As the Manager of Edly Advisors, he is overseen by the Chief Compliance Officer. Ricciardi does not receive additional compensation for advisory services beyond his salary and bonuses. Clients can contact the Chief Compliance Officer for any compliance-related queries. Ricciardi has not been involved in any events related to financial misconduct or bankruptcy.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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