How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Richard

ADVISOR PROFILE

1. I am the president of a 501(c) called Victory for Vets, Inc. www.victoryforvets.org I spend 5 to 10 hours per week on this activity. 2. Partner, RCA Ventures, Inc.Liverpool, NY, Non-investment related,begin 07/01/2020, approximately 5 hrs per month, 5 hrs during trading hours 3. Partner, CM Property Group LLC, Non-investment related, began 1/1/2021, apprx 5 hrs per month, principal, not involved in day to day activities.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Richard James Carlesco JR

Experience: 33 years / 5 firms

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