Richard Mordesovich, financial advisor Sonoma CA

Richard Mordesovich

CRD Number: 2342709
Current Firm: Sonoma Private Wealth LLC

Richard Mordesovich (CRD# 2342709) is an Investment Advisor Representative working at Sonoma Private Wealth LLC in Sonoma, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Sonoma Private Wealth LLC Sonoma, CA Apr 2020 - Current 3
Silicon Private Wealth, LLC San Francisco, CA Jul 2018 - Jul 2020 2
Silicon Private Wealth LLC San Francisco, CA Feb 2018 - Jul 2020 2
Baker Avenue Asset Management San Francisco, CA Sep 2008 - Feb 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Richard C. Mordesovich
Phone Number: 415-806-0073
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $643,871
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, TX

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