RD
Richard P. Doleva
RICHARD P. DOLEVA & ASSOCIATES
EAST LONGMEADOW, MA 01028
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CRD#: 1893261
RD
Professional summary
Richard Paul Doleva is a registered financial advisor currently at RICHARD P. DOLEVA & ASSOCIATES located in East Longmeadow, Massachusetts and OSAIC WEALTH, INC. located in East Longmeadow, Massachusetts.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Richard has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. BIG HOMER, LLC POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2023 ADDRESS: 180 DENSLOW RD, SUITE 7, EAST LONGMEADOW MA 01028, United States DESCRIPTION: The LLC owns the office condominium unit in which my businesses operate. 2. RICHARD P DOLEVA & ASSOCIATES POSITION: Owner NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 11/09/2000 ADDRESS: 180 DENSLOW RD, STE 7, EAST LONGMEADOW MA 01028, United States DESCRIPTION: Independent registered investment adviser. All IA business placed with SEI Private Trust Co. 3. RICHARD P DOLEVA, CPA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/04/2013 ADDRESS: 180 Denslow Rd., Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: Licensed insurance agent. Life, accident, health, annuities. 4. RICHARD P DOLEVA, CPA POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 45 START DATE: 06/01/1984 ADDRESS: 180 Denslow Rd, Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: Tax preparation, tax planning, and payroll services.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Paul Doleva's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 9, 2000 - Present
RICHARD P. DOLEVA & ASSOCIATES
Office #1: 180 Denslow Rd, East Longmeadow, MA 01028RIA
CRD#: 127752
EAST LONGMEADOW, MA
Current
September 1, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 180 Denslow Rd Suite 7, East Longmeadow, MA 01028RIA
BD
CRD#: 23131
East Longmeadow, MA
Past
October 31, 2005 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
EAST LONGMEADOW, MA
Past
June 1, 1994 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/1/2023)
RR
California(9/1/2023)
RR
Colorado(9/1/2023)
IAR
Connecticut(12/3/2013)
RR
Connecticut(9/1/2023)
IAR
Florida(6/29/2012)
RR
Florida(9/1/2023)
RR
Georgia(9/1/2023)
RR
Maine(9/1/2023)
RR
Maryland(9/1/2023)
IAR
Massachusetts(11/9/2000)
RR
Massachusetts(9/1/2023)
RR
Michigan(9/1/2023)
RR
New Hampshire(9/1/2023)
RR
New Jersey(9/1/2023)
RR
New York(9/1/2023)
RR
North Carolina(9/1/2023)
RR
Ohio(4/23/2025)
RR
Pennsylvania(9/1/2023)
RR
Rhode Island(9/1/2023)
RR
South Carolina(9/1/2023)
RR
South Dakota(9/1/2023)
RR
Vermont(9/1/2023)
RR
Virginia(9/1/2023)
RR
Washington(9/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RP
RICHARD P. DOLEVA & ASSOCIATES
DOLEVA, RICHARD PAUL | RICHARD P. DOLEVA, CPA | RICHARD P. DOLEVA & ASSOCIATES INC. | RICHARD P. DOLEVA & ASSOCIATES
CRD#: 127752 / SEC#:
Connecticut
Registered Investment Advisory firm - (8/20/2001 Approved)Florida
Registered Investment Advisory firm - (6/29/2012 Approved)Massachusetts
Registered Investment Advisory firm - (11/9/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
180 Denslow Rd Suite 7, East Longmeadow, MA 01028
Mailing Address
Phone number
(413) 525-0151
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
RICHARD P. DOLEVA & ASSOCIATES
CRD#: 127752East Longmeadow, MA 01028TRUST BUT VERIFY
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