Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Asset Management Group, LLC | Avon, CT | Aug 2018 - Current | 5 |
| Edward Jones | St Louis, MO | Feb 2018 - Aug 2018 | < 1 |
| N/a | Milford, CT | Jul 2016 - Jan 2018 | 1 |
| Baker Avenue Asset Management LP | San Francisco, WA | May 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
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Total Assets Under Management158MILLIONS
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Total Number of Accounts481ACCOUNTS
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Average Account Value$328,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, NY
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