Theodore Rich, financial advisor Boulder CO

Theodore Rich

CRD Number: 2592493
Current Firm: Rivertree Advisors, LLC

Theodore Rich (CRD# 2592493) is an Investment Advisor Representative working at Rivertree Advisors, LLC in Boulder, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Rivertree Advisors, LLC Orlando, FL Jul 2013 - Current 7
Vinoy Capital, LLC Orlando, FL Apr 2008 - Jul 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Theodore S. Rich
Phone Number: 407-599-1104
Firm Website: http://www.rivertree.co
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $615,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL

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