Richard Robert Blumenfeld
Professional Summary
Richard Robert Blumenfeld, who also goes by Richard Blumenfeld, is a registered financial advisor currently at STILLWATER WEALTH MANAGEMENT GROUP LLC located in Juno Beach, Florida. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Richard has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Richard Blumenfeld
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC
Contact Information
Main Address
790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408Phone Number
(561) 214-4125# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
500AUM (Assets Under Management)
$206,582,835Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(9/21/2020)
(8/8/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Robert Blumenfeld's CRS (Customer Relationship Summary).
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