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RS

Richard M. Senatore

RCM WEALTH ADVISORS
Bedford, NH
Some features on this profile are disabled
CRD#: 2183111
RS

Professional summary


Richard Michael Senatore, who also goes by Rick Senatore, is a registered financial advisor currently at RCM WEALTH ADVISORS located in Bedford, New Hampshire.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Richard has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 3, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rick Senatore

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.
STONEWALL TRADING COMPANY, 12 NEIGHBORHOOD COURT, BEDFORD, NH 03110. NON-INVESTMENT RELATED; ANTIQUE DEALER; OWNER; 5 HOURS PER WEEK; 0 HOURS DURING BUSINESS HOURS. MR. SENATORE IS AN ASSOCIATE WITH NH TOMAHAWKS LACROSSE CLUB, 11 ROSEWOOD ROAD, BEDFORD, NH 03110. NON-INVESTMENT RELATED; 10 HOURS PER WEEK DURING 3 WEEKS IN THE SUMMER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Michael Senatore's CRS (Customer Relationship Summary).
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®
None

Experience


Current

January 7, 2025 - Present

RCM WEALTH ADVISORS

RIA
CRD#: 153641
Bedford, NH
Past

September 6, 2018 - April 28, 2025

STONEWALL CAPITAL MANAGEMENT, L.L.C.

RIA
CRD#: 298067
MANCHESTER, NH
Past

May 29, 2003 - February 26, 2004

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

October 4, 2001 - June 3, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MANCHESTER, NH
Past

August 23, 2001 - June 3, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 31, 2000 - August 14, 2001

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

March 20, 1992 - February 22, 2000

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

November 25, 1991 - February 13, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RCM WEALTH ADVISORS
KNOW YOUR OPTIONS INC. | RCM WEALTH MANAGEMENT | RCM WEALTH ADVISORS | RCM PRIVATE CLIENT | RCM CORPORATE BENEFITS | RCM ACCESS | KNOW YOUR OPTIONS LLC

CRD#: 153641 / SEC#: 801-92177

RIA
Registered Investment Advisory firm - (4/20/2015 Approved)
California
Registered Investment Advisory firm - (5/22/2015 Terminated)
Illinois
Registered Investment Advisory firm - (4/22/2015 Terminated)
Indiana
Registered Investment Advisory firm - (4/22/2015 Terminated)
New York
Registered Investment Advisory firm - (4/22/2015 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/10/2025)
IAR
New Hampshire
(1/7/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/1998
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 5/4/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


RW
RCM WEALTH ADVISORS
KNOW YOUR OPTIONS INC. | RCM WEALTH MANAGEMENT | RCM WEALTH ADVISORS | RCM PRIVATE CLIENT | RCM CORPORATE BENEFITS | RCM ACCESS | KNOW YOUR OPTIONS LLC

CRD#: 153641 / SEC#: 801-92177

RIA
Registered Investment Advisory firm - (4/20/2015 Approved)
California
Registered Investment Advisory firm - (5/22/2015 Terminated)
Illinois
Registered Investment Advisory firm - (4/22/2015 Terminated)
Indiana
Registered Investment Advisory firm - (4/22/2015 Terminated)
New York
Registered Investment Advisory firm - (4/22/2015 Terminated)
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Contact information


Main Address
318 W Adams St 10th Floor, Chicago, IL 60606
Mailing Address
Phone number
(866) 903-1822
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KNOW YOUR OPTIONS INC FIRM DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management


Total Number of Accounts941
AUM (Assets Under Management)$ 324,000,000

Red Flags


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

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RCM WEALTH ADVISORS

CRD#: 153641Bedford, NH

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