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Richard Anthony Defrancesco

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut
Clean recordBEIRNE WEALTH CONSULTING SERVICES, LLC
3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 7351374Firm CRD# 167103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Anthony Defrancesco · SHELTON, CT
Registration
CRD #7351374 · BEIRNE WEALTH CONSULTING SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Anthony Defrancesco is a registered financial advisor based in SHELTON, Connecticut, affiliated with BEIRNE WEALTH CONSULTING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEIRNE WEALTH CONSULTING SERVICES, LLC
BEIRNE.
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7351374
Firm CRD# 167103
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Anthony Defrancesco offer?
Richard Anthony Defrancesco specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Richard Anthony Defrancesco's credentials?
Richard Anthony Defrancesco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Anthony Defrancesco located?
Richard Anthony Defrancesco is based in SHELTON, Connecticut, working with BEIRNE WEALTH CONSULTING SERVICES, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Richard Anthony Defrancesco charge for services?
Richard Anthony Defrancesco'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 BEIRNE WEALTH CONSULTING SERVICES, LLC?
BEIRNE WEALTH CONSULTING SERVICES, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC

Elizabeth Garnto
SHELTON, CT
John Anthony Beirne
SHELTON, CT
Lindsey E Allard
SHELTON, CT
Dennis Grubelic
SHELTON, CT
Evan Beirne
SHELTON, CT
John Joseph Barker
SHELTON, CT

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Research
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