Richard Cieri (CRD# 2838633) is an Investment Advisor Representative working at Primerica Advisors in Delray Beach, FL and has over 27 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Edison, NJ | Nov 1996 - Current | 27 |
| Primerica Financial Services | Edison, NJ | Nov 1996 - Current | 27 |
| Burton Cieri Delsordi & Company | Upper Montclair, NJ | Sep 1976 - Current | 47 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- NJ
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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