Ian Rivero has been Partner, Senior Wealth Advisor of Power Wealth Management since March 2023, is a control person of the firm and directly owns under 5% of it. Ian Rivero holds a Bachelor's degree in Economics from Colorado College.
Power Wealth Management LLC is an Alpharetta, GA firm with $430M under management, 253 clients and 6 advisers across 3 offices, as of its September 2026 filing.
Ian J. Rivero is Partner and Senior Wealth Advisor of Power Wealth Management, based in Alpharetta, GA. He has nearly 15 years of experience in wealth management and works directly with the firm's high net worth clients to identify and implement comprehensive wealth solutions. Before joining the firm, he held leadership roles at large investment firms, including membership of investment and financial planning committees, and served as a wealth manager for a Chicago-based investment firm.
Ian Rivero’s longest registration was 6 years at Calamos Wealth Management LLC (2017–2023). Before joining Power Wealth Management in 2023, Ian Rivero was registered through Calamos Wealth Management LLC and Bakeravenue.
- Power Wealth ManagementCurrent– present · 3 yearsVirginia Beach, VA · Adviser representative · Firm CRD 315101
- Calamos Wealth Management LLC– · 6 yearsCoral Gables, FL · Adviser representative · Firm CRD 143490
- Bakeravenue– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 132657
- Strategic Advisers, Inc.– · 3 yearsMiami, FL · Adviser representative · Firm CRD 104555
Professional designations
Listed by Power Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ian Rivero is registered as an investment adviser representative in 2 states. The first approvals date from March 2023; the most recent is Virginia, in January 2025.
- GeorgiaSince 23 March 2023
- VirginiaSince 2 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 2011 |
| Series 7 | General Securities Representative Examination | 15 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ian Joseph Rivero
- CRD
- 5690690
- Firm
- Power Wealth Management · CRD 315101
- Role
- Partner, Senior Wealth Advisor
- Office
- Virginia Beach, VA
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- powerwealthmanagement.com
Where does Ian Rivero work?
Ian Rivero has been Partner, Senior Wealth Advisor of Power Wealth Management LLC since March 2023, and is a control person of the firm.
Is Ian Rivero a financial advisor?
Yes. Ian Rivero has a current investment-adviser registration in Georgia and Virginia, through Power Wealth Management since March 2023.
How many years of experience does Ian Rivero have?
Ian Rivero has 14 years in the financial industry, since January 2012, across 4 adviser firms.
What exams has Ian Rivero passed?
Ian Rivero has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2010. FINRA credited Ian Rivero with the SIE, which began in October 2018.
Where did Ian Rivero work before Power Wealth Management?
Before Power Wealth Management, Ian Rivero was registered through Calamos Wealth Management LLC, January 2017 to March 2023; Bakeravenue, February 2015 to January 2017; Strategic Advisers, Inc., November 2011 to January 2015.
Where is Ian Rivero based?
Ian Rivero’s registered office is in Virginia Beach, VA.
Is Ian Rivero registered with FINRA?
No. Ian Rivero has no current broker registration.
Is Ian Rivero a CFP?
Power Wealth Management lists Ian Rivero with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ian Rivero’s record?
Search CRD 5690690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Rivero’s full registration record.
