Richard A. Losanno

SINGLE TRACK FINANCIAL

Woburn, MA 01801

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CRD#: 2931685

Professional summary

Richard Anthony Losanno JR is a registered financial advisor currently at SINGLE TRACK FINANCIAL, INC. located in Woburn, Massachusetts.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Richard has worked at 1 firm and has passed the Series 65 and Series 63 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 Richard Anthony Losanno JR'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®

None

Experience

Current

February 6, 2019 - Present

SINGLE TRACK FINANCIAL, INC.

Office #1: 400 Tradecenter, Suite 5900, Woburn, MA 01801

RIA

CRD#: 127318

Woburn, 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
(2/6/2019)

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 65

Date: 1/2/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/23/1997

Uniform Securities Agent State Law Examination

Current Firm

SINGLE TRACK FINANCIAL, INC.

SINGLE TRACK FINANCIAL, INC. | WRP CAPITAL MANAGEMENT, INC.

CRD#: 127318 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/17/2003 Approved)

New Hampshire

Registered Investment Advisory firm - (7/19/2005 Approved)

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Contact information

Main Address

400 Tradecenter, Suite 5900, Woburn, MA 01801

Mailing Address

Phone number

(781) 939-6830

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 26,114,676

Red Flags

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

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Richard A. Losanno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Anthony Losanno JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SINGLE TRACK FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/2/2019

Series 63

Date: 9/23/1997

Current Firm

SINGLE TRACK FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SINGLE TRACK FINANCIAL, INC.

TRUST BUT VERIFY

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