Philip Richter (CRD# 4881470) is an Investment Advisor Representative working at Hollow Brook Wealth Management LLC in Katonah, NY and has over 19 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hollow Brook Wealth Management LLC | Wellington, FL | Dec 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- TX
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Total Assets Under Management1,049MILLIONS
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Total Number of Accounts456ACCOUNTS
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Average Account Value$2,299,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, LA, MA, ME, MT, NH, NJ, NY, OH, PA, PR, TX, VA, WA
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