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Richard Adam Shatzkin

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·WILMINGTON, Delaware
SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79TO, Series 82TO, Series 99TOCFPClean recordWILMINGTON TRUST INVESTMENT MANAGEMENT LLC
WILMINGTON TRUST CENTER, WILMINGTON, DE 19890-0001CRD# 2413583Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Adam Shatzkin · WILMINGTON, DE
Registration
CRD #2413583 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 79TO
Series 82TO
Series 99TO
Registration record
Professional designation · CFP
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
CRD 19396 · SEC 801-41081
AUM
$189M
Regulatory assets under management
Employees
12
76 client accounts
Services offered by WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →
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Frequently Asked Questions

What services does Richard Adam Shatzkin offer?
Richard Adam Shatzkin specializes in Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Richard Adam Shatzkin's credentials?
Richard Adam Shatzkin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Richard Adam Shatzkin located?
Richard Adam Shatzkin is based in WILMINGTON, Delaware, working with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Richard Adam Shatzkin charge for services?
Richard Adam Shatzkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILMINGTON TRUST INVESTMENT MANAGEMENT LLC?
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC has approximately 12 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Eric Wesley Taylor
WILMINGTON, DE
Daniel Mark Schultz
ATLANTA, GA
CFA
Shubhro Banerjee
WILMINGTON, DE
CFA

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