Richard Blumenfeld, financial advisor Juno Beach FL

Richard Blumenfeld

CRD Number: 6140336
Current Firm: Stillwater Wealth Management Group LLC

Richard Blumenfeld (CRD# 6140336) is an Investment Advisor Representative working at Stillwater Wealth Management Group LLC in Juno Beach, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Stillwater Wealth Management Group LLC Jupiter, FL Sep 2020 - Current 3
Bank Of America, N.a. Boca Raton, FL Jun 2013 - Sep 2020 7
Merrill Lynch, Pierce, Fenner And Smith Incorporated Boca Raton, FL Nov 2012 - Sep 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Richard R. Blumenfeld
Phone Number: (561) 214-4125
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $438,348
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NC, TX

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