Richard DrosterCRD Number: 2271920
Current Firm: Uniplan Investment Counsel, Inc.
Richard Droster (CRD# 2271920) is an Investment Advisor Representative working at Uniplan Investment Counsel, Inc. in Hingham, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Uniplan Institutional Advisors LLC||Hingham, MA||Jun 2021 - Current||< 1|
|Uniplan Investment Counsel Inc.||Hingham, MA||Feb 2020 - Current||1|
|Compass Securities Corporation||Braintree, MA||Oct 2019 - Feb 2020||< 1|
|Select Managers Group||Hingham, MA||Jan 2006 - Feb 2020||14|
|Compass Securities Corporation||Braintree, MA||Jan 2016 - Oct 2017||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2016|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management1,556MILLIONS
Total Number of Accounts4,181ACCOUNTS
Average Account Value$372,040
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.