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RL

Richard F. Ledee

PROFUNDS DISTRIBUTORS
New York, NY 10001
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CRD#: 4199153
RL

Professional summary


Richard Fernan Ledee, who also goes by Rich Ledee, Richard Fernan Ledee Jr., Rick Ledee, Ricky Ledee, is a registered financial professional currently at PROFUNDS DISTRIBUTORS, INC. located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2000. Richard has worked at 3 firms and has passed the Series 63, SIE, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Ledee | Richard Fernan Ledee Jr. | Rick Ledee | Ricky Ledee

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) - BD


Click below to view Richard Fernan Ledee'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

October 13, 2015 - Present

PROFUNDS DISTRIBUTORS, INC.

Office #1: 66 Hudson Blvd E, New York, NY 10001
BD
CRD#: 19541
New York, NY
Past

May 22, 2014 - April 17, 2015

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
New York, NY
Past

August 9, 2004 - April 7, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

July 10, 2000 - April 7, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/5/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 8/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/9/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PROFUNDS DISTRIBUTORS, INC.
CONCORD FINANCIAL GROUP, INC. | PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541 / SEC#: , 8-37601

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527
Mailing Address
7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527
Phone number
(240) 497-6400
Established
Delaware since 12/22/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PROFUND ADVISORS LLCSOLE SHAREHOLDER109585
COHEN, STEVEN BRIANPRESIDENT2737221
FRYE, VICTOR MORSECHIEF COMPLIANCE OFFICER1253717
MORONEY, NOELLEFINOP/TREASURER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONAL OFFICER6582471
MORRIS, RICHARD FRANCISCHIEF LEGAL OFFICER5097044

Disclosures


Regulatory Event1

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


PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541New York, NY 10001

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