Richard Esposito, financial advisor Bronx NY

Richard Esposito

CRD Number: 1678014
Current Firm: Lighthouse Wealth Management, LLC

Richard Esposito (CRD# 1678014) is an Investment Advisor Representative working at Lighthouse Wealth Management, LLC in Bronx, NY and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bank Of New York New York, NY Nov 2003 - Current 20
Bny Investment New York, NY Nov 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Richard S. Esposito
Phone Number: 347-401-3778
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $264,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NY

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