Richard Chiozzi, financial advisor Guilford CT

Richard Chiozzi

CRD Number: 868631
Current Firm: Beck Bode LLC

Richard Chiozzi (CRD# 868631) is an Investment Advisor Representative working at Beck Bode LLC in Guilford, CT and has over 43 years of experience in the finance industry. Richard Chiozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Beck Bode Wealth Management, LLC Dedham, MA Jun 2018 - Current 5
Boston Retirement Advisors,llc Salem, NH Sep 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
Contact Info for Richard E. Chiozzi
Phone Number: 617-209-2224
Registered State(s):
  • CT
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    490
    MILLIONS
  • Total Number of Accounts
    2,772
    ACCOUNTS
  • Average Account Value
    $176,709
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA

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