Richard Prozzo, financial advisor Manalapan NJ
93 score

Richard Prozzo

CRD Number: 1972687
Current Firm: Davidson Wealth Management LLC

Richard Prozzo (CRD# 1972687) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Davidson Wealth Management LLC Manalapan, NJ Apr 2010 - Current 8
Royal Alliance Associates, Inc. Manalapan, NJ Jun 1996 - Current 22
Davidson Asset Management Manalapan, NJ Jun 1996 - Jun 2010 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Richard E. Prozzo
Phone Number: 732-409-1060
Registered State(s):
  • LA
  • TX
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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