Richard Shrier (CRD# 721915) is an Investment Advisor Representative working at Shrier Associates, LLC in Clinton, MA and has over 43 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shrier Associates, LLC | Westborough, MA | Aug 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1981 |
- MA
- NH
- NC
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$351,215
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NC, NH, TX
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