Richard E. Mida
Professional summary
Richard Edward Mida JR, who also goes by Richard E Mida, Richard Edward Mida, is a registered financial advisor currently at PALATINE HILL WEALTH MANAGEMENT located in Birmingham, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Edward Mida JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2022 - Present
PALATINE HILL WEALTH MANAGEMENT
Office #1: 148 Pierce Street, Birmingham, MI 48009August 21, 2018 - February 24, 2022
CANOPY WEALTH MANAGEMENT
October 13, 2010 - August 20, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
PALATINE HILL WEALTH MANAGEMENT
CRD#: 305619 / SEC#: 801-117400
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/1/2022)
(9/30/2024)
Exams
Current Firm
PALATINE HILL WEALTH MANAGEMENT
CRD#: 305619 / SEC#: 801-117400
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 774 |
| AUM (Assets Under Management) | $ 254,441,898 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 02/27/2025 | ||
| 09/18/2023 |
Red Flags
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