Tfs Securities, Inc
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About this Advisor
Richard Defelice is a financial advisor operating out of Yonkers, New York with 12 years of relevant experience. Defelice is an employee of Tfs Securities, Inc. Throughout their career, they have worked at Richard R. Defelice & Associates, Inc and Tfs Securities, Inc. Defelice maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Tfs Securities, Inc is a financial advisory company based out of Lincroft, NJ. It has offices in 94 locations and a total of 164 financial advisors. It controls $1 billion in total assets among its 5,347 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 5,347 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees charged by Tfs Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Tfs Securities, Inc Brokerage Details
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 Defelice Work History
Richard has been registered as a financial advisor for 12 years.*
Tfs Securities, Inc
Richard R. Defelice & Associates, Inc
*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.
Please visit the SEC profile of Richard Defelice 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 Tfs Advisory Services
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