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Richard W Stout

BENCHMARK WEALTH MANAGEMENT, LLC·OLD LYME, Connecticut
Unclaimed Profile
83 HALLS ROAD, OLD LYME, CT 06371CRD# 4128864Firm CRD# 160192
01

About

Richard W Stout is a registered financial advisor based in OLD LYME, Connecticut, affiliated with BENCHMARK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BENCHMARK WEALTH MANAGEMENT, LLC
BENCHMARK WEALTH MANAGEMENT, LLC
AUM
$362M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4128864
Firm CRD# 160192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard W Stout offer?
Richard W Stout specializes in Financial Planning, Investment Management. Contact their office in OLD LYME, Connecticut for a consultation.
What are Richard W Stout's credentials?
Richard W Stout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard W Stout located?
Richard W Stout is based in OLD LYME, Connecticut, working with BENCHMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the OLD LYME metropolitan area and surrounding communities.
How does Richard W Stout charge for services?
Richard W Stout'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 BENCHMARK WEALTH MANAGEMENT, LLC?
BENCHMARK WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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