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Richard Allen Lederer

LEDERER & ASSOCIATES INVESTMENT COUNSEL·LONG BEACH, California
Clean record38 years registeredLEDERER & ASSOCIATES INVESTMENT COUNSEL
5305 EAST 2ND STREET, LONG BEACH, CA 90803-5317CRD# 4383533Firm CRD# 110376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Allen Lederer · LONG BEACH, CA
Registration
CRD #4383533 · LEDERER & ASSOCIATES INVESTMENT COUNSEL · 38 years registered
Brand Profile
Not yet started
01

Career History

LEDERER & ASSOCIATES INVESTMENT COUNSEL
Aug 1987 – present
02

Registrations & Exams

Registration record
First registered · August 17, 1987
Years registered · 38
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD 110376 · SEC 801-26228
AUM
$243M
Regulatory assets under management
Employees
3
71 client accounts
Services offered by LEDERER & ASSOCIATES INVESTMENT COUNSEL
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
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Introduction

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05

Frequently Asked Questions

What services does Richard Allen Lederer offer?
Richard Allen Lederer specializes in Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.
What are Richard Allen Lederer's credentials?
Richard Allen Lederer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Allen Lederer located?
Richard Allen Lederer is based in LONG BEACH, California, working with LEDERER & ASSOCIATES INVESTMENT COUNSEL. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Richard Allen Lederer charge for services?
Richard Allen Lederer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDERER & ASSOCIATES INVESTMENT COUNSEL?
LEDERER & ASSOCIATES INVESTMENT COUNSEL has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEDERER & ASSOCIATES INVESTMENT COUNSEL

Darin Wynn Bemis
LONG BEACH, CA

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