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Richard Robert Blumenfeld

STILLWATER WEALTH MANAGEMENT GROUP LLC·JUNO BEACH, Florida
SIE, Series 7, Series 66Clean record13 years registeredSTILLWATER WEALTH MANAGEMENT GROUP LLC
790 JUNO OCEAN WALK SUITE 202C, JUNO BEACH, FL 33408CRD# 6140336Firm CRD# 309796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Robert Blumenfeld · JUNO BEACH, FL
Registration
CRD #6140336 · STILLWATER WEALTH MANAGEMENT GROUP LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

STILLWATER WEALTH MANAGEMENT GROUP LLC
Sep 2020 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Apr 2013 – Sep 2020
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 11, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD 309796 · SEC 801-127481
AUM
$139M
Regulatory assets under management
Employees
2
318 client accounts
Services offered by STILLWATER WEALTH MANAGEMENT GROUP LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STILLWATER WEALTH MANAGEMENT GROUP LLC →
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05

Frequently Asked Questions

What services does Richard Robert Blumenfeld offer?
Richard Robert Blumenfeld specializes in Investment Management, Fee-Only Advisory. Contact their office in JUNO BEACH, Florida for a consultation.
What are Richard Robert Blumenfeld's credentials?
Richard Robert Blumenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Robert Blumenfeld located?
Richard Robert Blumenfeld is based in JUNO BEACH, Florida, working with STILLWATER WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the JUNO BEACH metropolitan area and surrounding communities.
How does Richard Robert Blumenfeld charge for services?
Richard Robert Blumenfeld'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 STILLWATER WEALTH MANAGEMENT GROUP LLC?
STILLWATER WEALTH MANAGEMENT GROUP LLC has approximately 2 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STILLWATER WEALTH MANAGEMENT GROUP LLC

Tyler Steven Wright
JUNO BEACH, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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