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RS

Richard P. Simone

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CRD#: 1661760
RS

Professional summary


Richard Paul Simone was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Richard is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Richard had worked at 6 firms, which includes RICKEL & ASSOCIATES INC., A. R. BARON & CO. INC., ALEX. BROWN & SONS INCORPORATED, LADENBURG THALMANN & CO. INC., LEHMAN BROTHERS INC., PRUDENTIAL EQUITY GROUP LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Simone

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 22, 1996 - June 2, 1997

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

May 25, 1995 - March 4, 1996

A. R. BARON & CO., INC.

BD
CRD#: 29285
NEW YORK, NY
Past

April 6, 1994 - June 15, 1995

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

April 27, 1992 - November 15, 1993

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

November 16, 1989 - May 4, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 21, 1987 - November 28, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/29/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


R&
RICKEL & ASSOCIATES, INC.
R. W. PETERS, RICKEL & CO., INC. | RICKEL & ASSOCIATES, INC.

CRD#: 7839 / SEC#: , 8-23295

BD
Terminated by SEC on 12/23/1997
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 02/13/1976
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


RICKEL & ASSOCIATES, INC.

CRD#: 7839

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