Richard RopelewskiCRD Number: 4530402
Current Firm: Us Financial Advisors, LLC
Richard Ropelewski (CRD# 4530402) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 15 years of experience in the finance industry. Richard Ropelewski 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.
Walnut Hill Advisors, LLC
|Lpl Financial LLC||Braintree, MA||Dec 2011 - Current||6|
|U S Financial Advisors||Braintree, MA||Mar 2008 - Current||9|
|U S Wealth Advisors LLC||Braintree, MA||Mar 2008 - Dec 2011||3|
|Lincoln Financial Securities Corporation||Braintree, MA||May 2009 - Nov 2011||2|
|New England Securities||Boston, MA||Apr 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
Total Assets Under Management371MILLIONS
Total Number of Accounts1,600ACCOUNTS
Average Account Value$231,845
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA
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