Richard Seery, financial advisor Center Sandwich NH
96 score

Richard Seery

CRD Number: 1153315
Current Firm: Genery Wealth Management, LLC

Richard Seery (CRD# 1153315) is an Investment Advisor Representative working at Genery Wealth Management, LLC in Center Sandwich, NH and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Genery Wealth Management, LLC Center Sandwich, NH Jun 2016 - Current < 1
Lpl Financial, LLC Center Sandwich, NH Apr 2016 - Current < 1
Commonwealth Financial Network Waltham, MA Apr 2000 - Mar 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Richard N. Seery
Phone Number: 603-766-7694
Firm Website:
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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