Richard
Prozzo
Davidson Wealth Management LLC
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About this Advisor
Richard Prozzo is a financial advisor based in Englishtown, New Jersey, working with Davidson Wealth Management LLC. Richard has previously held positions at Davidson Wealth Management LLC, Saker Shoprite Inc, University Of Pittsburgh, Township Of Seaside Park, Toms River Schools, and Osaic. Richard has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Richard is part of Davidson Wealth Management LLC, which operates out of Englishtown, New Jersey. The firm has 5 employees and manages assets totaling $130.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Davidson Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Davidson Wealth Management LLC Brokerage Details
$130,736,519
5
599
$218,258
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Richard Prozzo Work History
Davidson Wealth Management LLC
Osaic
Saker Shoprite Inc
University Of Pittsburgh
Township Of Seaside Park
Toms River Schools
Disclosures
Please visit the SEC profile of Richard Prozzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Davidson Wealth Management LLC
Englishtown, NJ
Englishtown, NJ
Englishtown, NJ
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