Richard Alley (CRD# 2760535) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tampa, FL and has over 27 years of experience in the finance industry.
CRD# 6207615
Charles Schwab & Company, Inc.
CRD# 2578181
Cassini Capital Management, LLC
CRD# 2861943
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stronghold Wealth Management LLC | Tampa, FL | Jul 2016 - Current | 7 |
| Ameriprise Financial Services Inc. | Tampa, FL | Sep 1996 - Jul 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- FL
- GA
- TX
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts558ACCOUNTS
-
Average Account Value$243,744
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, OK, TX
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