Richard Chebookjian, financial advisor Wayne PA
94 score

Richard Chebookjian

CRD Number: 1374576
Current Firm: Bluestone Capital Management, LLC

Richard Chebookjian (CRD# 1374576) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Mcg Securities. LLC Wayne, PA Oct 2014 - Current 2
Nfp Securities, Inc. Malvern, PA Jun 2013 - Current 3
Ryebrook Financial Group Media, PA May 2003 - Current 13
Ryebrook Financial Group Newtown Square, PA Sep 1985 - Current 31
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Richard S. Chebookjian
Phone Number: (610) 891-9501
Firm Website: http://www.swmallc.com
Registered State(s):
  • CA
  • MA
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    394
    MILLIONS
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $384,953
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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

CA, CO, FL, LA, MA, NJ, NY, OH, PA, TX, VA

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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