Advisor at The London Company of Virginia
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The London Company of Virginia
Location
Richmond, VA 23226
Credentials
CFA®, Series 63
Industry experience
29 years
Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.
Based on The London Company of Virginia
$0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.65% $100,000,001+: 0.60%
Account minimum: $10,000,000
1800 Bayberry Court, Suite 301
Richmond, VA 23226
Virginia
The London Company of Virginia, LLC
2020 - Present (6 years)
UnEmployed
2020 - 2020 (1 year)
Harbor Funds Distributors, Inc.
2003 - 2020 (17 years)
Harbor Capital Advisors, Inc.
2003 - 2020 (17 years)
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Trust company
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Fund sponsor
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Lawyer
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Other specialized services
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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