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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Amherst, NY Jan 2012 - Current 4
Tiaa Amherst, NY Jan 2012 - Current 4
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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