Richard Cecchi (CRD# 2947705) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 26 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Asset Management | Durham, NC | Aug 2020 - Current | 3 |
| Verity Investments, Inc. | Durham, NC | Aug 2020 - Current | 3 |
| Richard Cecchi, Cpa | West Babylon, NY | Jan 2008 - Current | 16 |
| Workmen's Benefit Fund Of The Usa | Hicksville, NY | Aug 1991 - Current | 32 |
| Planmember Securities Corporation | Carpinteria, CA | Nov 2014 - Aug 2020 | 5 |
| Mutual Inc. | Farmingville, NY | Nov 2014 - Aug 2020 | 5 |
| National Securities Corporation | Teaneck, NJ | Nov 2013 - Oct 2014 | < 1 |
| Asset & Financial Planning, Ltd | W Babylon, NY | Mar 2005 - Oct 2014 | 9 |
| Dac Planning Group | Teaneck, NJ | Nov 1997 - Oct 2014 | 16 |
| Prime Capital Services, Inc. | Teaneck, NJ | Jul 1997 - Oct 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
- NY
- TX
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Total Assets Under Management903MILLIONS
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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