Richard A. Weinstein
Professional summary
Richard Adam Weinstein, CFP®, who also goes by Rich Weinstein, Richard A Weinstein, is a registered financial advisor currently at RIDGEWOOD CAPITAL MANAGEMENT located in W. Chester, Pennsylvania.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 3 firms and has passed the Series 65, Series 63, Series 2 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Adam Weinstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2000 - Present
RIDGEWOOD CAPITAL MANAGEMENT
October 17, 1994 - February 9, 1995
MONTANO SECURITIES CORPORATION
December 18, 1992 - February 23, 1993
SEI INVESTMENTS DISTRIBUTION CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/21/2002)
(6/14/2000)
Exams
Series 2
Date: 8/11/1995
Non-Member General Securities ExaminationCurrent Firm
RIDGEWOOD CAPITAL MANAGEMENT
CRD#: 121920 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 38,857,825 |
Red Flags
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