John H. Biebel

RIDLEY COVE FINANCIAL ADVISORS LLC

Newton, MA 02466

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CRD#: 2857855

Professional summary

John H Biebel, CFP® is a registered financial advisor currently at RIDLEY COVE FINANCIAL ADVISORS LLC located in Newton, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 7 firms and has passed the Series 66, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John H Biebel'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

June 30, 2015 - Present

RIDLEY COVE FINANCIAL ADVISORS LLC

Office #1: 275 Grove Street Suite 2-400, Newton, MA 02466

RIA

CRD#: 236787

Newton, MA

Past

November 25, 2013 - September 23, 2015

WELLESLEY INVESTMENT PARTNERS, LLC

RIA

CRD#: 144984

WELLESLEY, MA

Past

March 12, 2009 - March 26, 2013

WINGATE PLANNING CORP

RIA

CRD#: 108094

LEXINGTON, MA

Past

March 12, 2009 - November 19, 2013

WINGATE WEALTH ADVISORS, INC.

RIA

CRD#: 105012

LEXINGTON, MA

Past

December 17, 2004 - March 5, 2009

CALIBRE ADVISORY SERVICES, INC.

RIA

CRD#: 133333

WALTHAM, MA

Past

April 14, 1999 - December 16, 2004

TANAGER FINANCIAL SERVICES INC

RIA

CRD#: 106270

WALTHAM, MA

Past

May 13, 1997 - February 26, 1999

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

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

Massachusetts
(6/30/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/30/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/15/1998

General Securities Principal Examination

Current Firm

RIDLEY COVE FINANCIAL ADVISORS LLC

BIEBEL, JOHN HENRY | RIDLEY COVE FINANCIAL ADVISORS LLC

CRD#: 236787 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/30/2015 Approved)

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Contact information

Main Address

275 Grove Street Suite 2-400, Newton, MA 02466

Mailing Address

Phone number

(617) 791-3811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 36,138,000

Red Flags

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

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John H. Biebel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John H Biebel's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIDLEY COVE FINANCIAL ADVISORS LLC

WELLESLEY INVESTMENT PARTNERS, LLC

WINGATE PLANNING CORP

WINGATE WEALTH ADVISORS, INC.

CALIBRE ADVISORY SERVICES, INC.

TANAGER FINANCIAL SERVICES INC

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/1997

Series 7

Date: 5/8/1997

Series 24

Date: 1/15/1998

Current Firm

RIDLEY COVE FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RIDLEY COVE FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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