Richard Brewer, financial advisor Amherst NY
93 score

Richard Brewer

CRD Number: 5320726
Current Firm: Advice And Planning Services

Richard Brewer (CRD# 5320726) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 10 years of experience in the finance industry.

Similar Advisors
Steven Elwell, financial advisor Amherst NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Amherst NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Amherst NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Amherst, NY Jan 2012 - Current 5
Tiaa Amherst, NY Jan 2012 - Current 5
Hsbc Bank Usa Tonawanda, NY Aug 2008 - Jan 2012 3
Wachovia Securities, LLC Williamsville, NY Jan 2008 - Jul 2008 < 1
A. G. Edwards & Sons, Inc. Williamsville, NY Apr 2007 - Jan 2008 < 1
Mercantile Safe-deposit & Trust Co Baltimore, MD Oct 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Richard L. Brewer
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Richard Brewer and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.