Richard Cerruti, financial advisor Livermore CA
89 score

Richard Cerruti

CRD Number: 6245840
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Richard Cerruti (CRD# 6245840) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Livermore, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Livermore, CA Jun 2016 - Current < 1
Bancwest Investment Services Livermore, CA Jun 2016 - Current < 1
Ameriprise Financial Services Inc. Walnut Creek, CA Nov 2014 - Jun 2016 1
Waddell & Reed, Inc. Napa, CA Sep 2013 - Nov 2014 1
Johnson & Johnson Cincinnati, OH Aug 2008 - Mar 2014 5
Medtronic San Francisco, CA Feb 2007 - Aug 2008 1
Johnson & Johnson Cincinnati, OH Feb 2000 - Feb 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Richard J. Cerruti
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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