Richard Doleva, financial advisor East Longmeadow MA

Richard Doleva

CRD Number: 1893261
Current Firm: Richard P. Doleva & Associates

Richard Doleva (CRD# 1893261) is an Investment Advisor Representative working at Richard P. Doleva & Associates in East Longmeadow, MA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. East Longmeadow, MA Jan 2009 - Current 13
Richard P Doleva Cpa E. Longmeadow, MA May 1989 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for Richard P. Doleva
Phone Number: 413-525-0151
Registered State(s):
  • CT
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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