Richard Lerch, financial advisor Philadelphia PA

Richard Lerch

CRD Number: 2561551
Current Firm: Prudent Management Associates
Compensation Model: Fee Only
Richard Lerch (CRD# 2561551) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 20 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Prudent Brokerage Associates Philadelphia, PA Jul 2010 - Current 10
Prudent Management Associates Philadelphia, PA Sep 2008 - Current 12
Wachovia Securities, LLC Bryn Mawr, PA Feb 2008 - Sep 2008 < 1
Wachovia Bank, N.a. Bryn Mawr, PA Jul 2006 - Sep 2008 2
Hirtle, Callaghan & Company West Conshohocken, PA Mar 2005 - Jul 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Richard J. Lerch
Phone Number: 215-994-1062
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,101
    MILLIONS
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $1,844,909
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MD, NH, NJ, NY, PA

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Data verified by both the advisor and the public regulatory data.

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