Richard A. Greenhill

FINANCIAL ANALYTICS

Melbourne, FL

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CRD#: 4663372

Professional summary

Richard A Greenhill, CFP® is a registered financial advisor currently at FINANCIAL ANALYTICS, LLC located in Melbourne, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 6 firms and has passed the SIE and Series 6 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.

Homeowner Association Bookkeeper. ACCOUNTS RECEIVABLE, PROCESS INVOICES AND COLLECT COMMON AREA MAINTENANCE ASSESSMENTS FROM HOMEOWNERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard A Greenhill'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: 2006

Experience

Current

August 8, 2017 - Present

FINANCIAL ANALYTICS, LLC

RIA

CRD#: 287749

Melbourne, FL

Past

September 27, 2010 - August 29, 2023

AMERICAN EQUITY INVESTMENT CORPORATION

CRD#: 40199

NEW ALBANY, IN

Past

August 14, 2008 - October 31, 2008

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

BOYNTON BEACH, FL

Past

August 11, 2008 - October 31, 2008

USA FINANCIAL SECURITIES LLC

CRD#: 103857

BOYNTON BEACH, FL

Past

December 1, 2007 - August 7, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BOCA RATON, FL

Past

November 19, 2007 - August 7, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

BOCA RATON, FL

Past

March 23, 2004 - November 14, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

BOCA RATON, FL

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

Florida
(8/8/2017)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/20/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL ANALYTICS, LLC

FINANCIAL ANALYTICS, LLC | GREENHILL FINANCIAL GROUP

CRD#: 287749 / SEC#:

Florida

Registered Investment Advisory firm - (8/8/2017 Approved)

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Contact information

Main Address

Melbourne, FL

Mailing Address

Phone number

(561) 450-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 5,813,085

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. Greenhill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard A Greenhill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ANALYTICS, LLC

AMERICAN EQUITY INVESTMENT CORPORATION

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 3/20/2004

Current Firm

FINANCIAL ANALYTICS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL ANALYTICS, LLC

TRUST BUT VERIFY

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