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Diego Rivadeneira

Investment Adviser Representative at HB Wealth

Atlanta, GACRD #7285807Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Diego Rivadeneira is an investment adviser representative with HB Wealth in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Kestra Advisory Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia.

Office

3550 Lenox Rd, Suite 2700
Atlanta, GA 30326

Advisors at this office: 82

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/25/2025
Series 7
General Securities Representative Examination
Passed 10/2/2025
SIE
Securities Industry Essentials Examination
Passed 6/25/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HB WealthCurrent
6/3/2026 – Atlanta, GA
Kestra Advisory Services, LLC
12/1/2025 – 4/30/2026Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Element Wealth Advisors
    Sep 2024 – Aug 2025Atlanta, GA
  2. Atlanta Treescapes
    Aug 2022 – Sep 2024Cumming, GA
  3. American Savings Bank
    Jan 2023 – May 2023Haleiwa, HI
  4. The University of Georgia
    Aug 2018 – Aug 2022Athens, GA
  5. South Forsyth Highschool
    Aug 2014 – May 2018Cumming, GA
  6. Kestra Investment Services, LLC
    Aug 2025 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About HB Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $1,000,000 (FP&IM)1.25%
  • Next $4,000,000 (FP&IM)1.00%
  • Next $5,000,000 (FP&IM)0.75%
  • Next $20,000,000 (FP&IM)0.63%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
162
Offices listed on AdvisorFinder:
8
Main office:
Atlanta, GA
SEC file number:
801-122595

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at HB Wealth

Showing 12 of 162 in the directory

View HB Wealth firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Diego Rivadeneira has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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