Edward Richter (CRD# 4517676) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 24 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Oct 2016 - Current | 7 |
| Symmetry Partners, LLC | Glastonbury, CT | Oct 2016 - Feb 2019 | 2 |
| Ws Securities Incorporated | Lenox, MA | Jan 2001 - Mar 2017 | 16 |
| Arc Investment Planning & Management Inc. | Lenox, MA | Sep 1999 - Mar 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CT
- MA
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Total Assets Under Management3,349MILLIONS
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Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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