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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Ian Joseph Rivero

Advisor at POWER WEALTH MANAGEMENT

Virginia Beach, VA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:11dc9eb6-d87b-19cb-42d3-825430fc84bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: POWER WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 13, 2011
First registration: Nov 28, 2011
Dual registered: no
Other names: Ian J Rivero|Ian Rivero
IAPD individual key: 5690690

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
POWER WEALTH MANAGEMENT	Independent wealth	Mar 23, 2023	n/a	yes	Virginia Beach, VA\|ALPHARETTA, GA	Current employment
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Jan 18, 2017	Mar 7, 2023	no	Coral Gables, FL\|NAPERVILLE, IL\|Coral Gables, FL	Previous registration
Bakeravenue	Independent wealth	Feb 24, 2015	Jan 19, 2017	no	PALM BEACH GARDENS, FL\|SAN FRANCISCO, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 28, 2011	Jan 26, 2015	no	CORAL GABLES, FL\|CARY, NC\|DURHAM, NC\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALAMOS WEALTH MANAGEMENT LLC	POWER WEALTH MANAGEMENT	Mar 7, 2023	Mar 23, 2023	16	Firm change	RIA to RIA
Bakeravenue	CALAMOS WEALTH MANAGEMENT LLC	Jan 19, 2017	Jan 18, 2017	-1	Firm change	Other
STRATEGIC ADVISERS LLC	Bakeravenue	Jan 26, 2015	Feb 24, 2015	29	Firm change	Other

Relationships

Registered with (4)

→ POWER WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 23, 2023 to presentfactForm ADV
→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 18, 2017 to Mar 7, 2023factForm ADV
→ BAKERAVENUERegistered adviserregistration: previous registration
Feb 24, 2015 to Jan 19, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 28, 2011 to Jan 26, 2015factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
Ian Joseph Rivero left Calamos Wealth Management Llc for Power Wealth Management (registered 2023-03-23)
Form ADVobserved 5 days ago