Richard J. Vassos
Professional summary
Richard John Vassos, who also goes by Richard Vassos, is a registered financial advisor currently at VASSOS INVESTMENTS, LLC located in Mount Laurel, New Jersey.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard John Vassos's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2018 - Present
VASSOS INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2018)
Current Firm
VASSOS INVESTMENTS, LLC
CRD#: 293781 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 20,120,000 |
Red Flags
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