Richard
Cecchi
Verity Asset Management
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About this Advisor
Richard Cecchi is a financial advisor who works in Ronkonkoma, New York with 2 years of industry experience. Cecchi is an advisor for Verity Asset Management. During their career, Cecchi has held roles 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. Cecchi maintains a Series 63 license, designating them as a securities broker, and can work in New York and Texas. Verity Asset Management is an advisory company based in Durham, NC. The investment advisory business has offices in eight locations and a total of 69 employees. It controls $783 million in assets under management among its 7,489 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 7,489 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Verity Asset Management performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on the services provided. Fees charged by Verity Asset Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verity Asset Management Brokerage Details
$783,152,132
69
7,489
$104,574
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
- Educational seminars/workshops
- Other
Richard Cecchi Work History
Richard has been registered as a financial advisor for 2 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Rockingham, NC
Durham, NC
Durham, NC
Austin, TX
Durham, NC
Durham, NC
Danville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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