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Richard Christopher Zawalich

WHITE MOUNTAINS ADVISORS LLC·GUILFORD, Connecticut
Clean recordWHITE MOUNTAINS ADVISORS LLC
200 HUBBARD ROAD, GUILFORD, CT 06437CRD# 4329981Firm CRD# 104891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Christopher Zawalich · GUILFORD, CT
Registration
CRD #4329981 · WHITE MOUNTAINS ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Christopher Zawalich is a registered financial advisor based in GUILFORD, Connecticut, affiliated with WHITE MOUNTAINS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
WHITE MOUNTAINS ADVISORS LLC
WHITE MOUNTAINS ADVISORS LLC
AUM
$5.0B
Regulatory assets under management
Employees
30
Total firm employees
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04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4329981
Firm CRD# 104891
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Christopher Zawalich offer?
Richard Christopher Zawalich specializes in Wealth Management, Fee-Only Advisory. Contact their office in GUILFORD, Connecticut for a consultation.
What are Richard Christopher Zawalich's credentials?
Richard Christopher Zawalich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Christopher Zawalich located?
Richard Christopher Zawalich is based in GUILFORD, Connecticut, working with WHITE MOUNTAINS ADVISORS LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.
How does Richard Christopher Zawalich charge for services?
Richard Christopher Zawalich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE MOUNTAINS ADVISORS LLC?
WHITE MOUNTAINS ADVISORS LLC has approximately 30 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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Other Advisors at WHITE MOUNTAINS ADVISORS LLC

Christine Hayer Repasy
GUILFORD, CT
David Barry Linker
GUILFORD, CT
Doris Margaret Schmidt
GUILFORD, CT
Mark Jason Plourde
GUILFORD, CT
Reid Tarlton Campbell
GUILFORD, CT
Diane Tuffey
GUILFORD, CT

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Nearby cities in Connecticut
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