Richard
Cecchi
Verity Asset Management
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About this Advisor
Richard Cecchi is a financial advisor based in Ronkonkoma, New York, working with Verity Asset Management. Richard has previously held positions at Prime Capital Services, Inc, Workmen's Benefit Fund of the USA, DAC Planning Group, Asset & Financial Planning, LTD, Richard Cecchi, CPA, National Securities Corporation, PlanMember Securities Corporation, Mutual Inc, Verity Asset Management, and Verity Investments, Inc. Richard has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Richard is part of Verity Asset Management, which operates out of Ronkonkoma, New York. The firm has 9 offices and 64 employees. The firm manages assets totaling $902.9 million and 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Verity Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verity Asset Management Brokerage Details
$902,895,255
64
8,036
$112,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Cecchi Work History
Verity Asset Management
Verity Investments, Inc
Richard Cecchi, Cpa
Workmen'S Benefit Fund Of The Usa
Planmember Securities Corporation
Mutual Inc
National Securities Corporation
Asset & Financial Planning, LTD
Prime Capital Services, Inc
Dac Planning Group
Disclosures
Please visit the SEC profile of Richard Cecchi 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 Verity Asset Management
Durham, NC
Durham, NC
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Rockingham, NC
Danville, CA
Durham, NC
Austin, TX
Durham, NC
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