Richard Boutin (CRD# 2940916) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 17 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Moody Aldrich Partners, LLC | Marblehead, MA | Jun 2023 - Current | < 1 |
Aps Labs, LLC | Chicago, IL | Dec 2018 - Jun 2023 | 4 |
Belridge Capital LLC | Chicago, IL | Apr 2016 - Dec 2018 | 2 |
Wanzenberg Partners, LLC | Chicago, IL | Dec 2014 - Apr 2016 | 1 |
Santa Barbara Asset Management | Pasadena, CA | Nov 1996 - Nov 2014 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
-
Total Assets Under Management802MILLIONS
-
Total Number of Accounts433ACCOUNTS
-
Average Account Value$1,852,952
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, NE
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