Unclaimed Profile

Richard Thomas Golinski

BINGHAM, OSBORN & SCARBOROUGH LLC·SAN FRANCISCO, California

Clean record22 years registeredBINGHAM, OSBORN & SCARBOROUGH LLC

345 CALIFORNIA STREET, SUITE 1100, SAN FRANCISCO, CA 94104CRD# 1204369Firm CRD# 110496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Thomas Golinski · SAN FRANCISCO, CA

Registration

CRD #1204369 · BINGHAM, OSBORN & SCARBOROUGH LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BINGHAM, OSBORN & SCARBOROUGH LLC

CERITY PARTNERS LLC

Nov 2021 – Jul 2024

SAN FRANCISCO, CA

B|O|S

Nov 2003 – Nov 2021

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · November 27, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BINGHAM, OSBORN & SCARBOROUGH LLC

CRD 110496 · SEC 801-51641

AUM

$5.0B

Regulatory assets under management

Employees

3,604 client accounts

Services offered by BINGHAM, OSBORN & SCARBOROUGH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BINGHAM, OSBORN & SCARBOROUGH LLC →

Introduction

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Frequently Asked Questions

What services does Richard Thomas Golinski offer?

Richard Thomas Golinski specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Thomas Golinski's credentials?

Richard Thomas Golinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Thomas Golinski located?

Richard Thomas Golinski is based in SAN FRANCISCO, California, last registered with BINGHAM, OSBORN & SCARBOROUGH LLC.

How does Richard Thomas Golinski charge for services?

Richard Thomas Golinski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BINGHAM, OSBORN & SCARBOROUGH LLC?

BINGHAM, OSBORN & SCARBOROUGH LLC has approximately 40 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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