Richard Tregerman, financial advisor Edgemont PA
96 score

Richard Tregerman

CRD Number: 3143805
Current Firm: Veritable LP

Richard Tregerman (CRD# 3143805) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Veritable, LP Newtown Square, PA Apr 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Richard A. Tregerman
Phone Number: 610-640-9551
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,588
    MILLIONS
  • Total Number of Accounts
    2,999
    ACCOUNTS
  • Average Account Value
    $4,530,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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