Unclaimed Profile

Richard A Ahl

AHL INVESTMENT MANAGEMENT, INC.·WINTER PARK, Florida

Series 65Clean record24 years registeredAHL INVESTMENT MANAGEMENT, INC.

427 S. NEW YORK AVE, WINTER PARK, FL 32789CRD# 4538903Firm CRD# 120593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard A Ahl · WINTER PARK, FL

Registration

CRD #4538903 · AHL INVESTMENT MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CARNEGIE INVESTMENT COUNSEL

Oct 2025 – present

AHL INVESTMENT MANAGEMENT, INC.

Jun 2002 – Oct 2025

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AHL INVESTMENT MANAGEMENT, INC.

CRD 120593 · SEC 801-121430

AUM

$179M

Regulatory assets under management

Employees

349 client accounts

Services offered by AHL INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AHL INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Richard A Ahl offer?

Richard A Ahl specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.

What are Richard A Ahl's credentials?

Richard A Ahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard A Ahl located?

Richard A Ahl is based in WINTER PARK, Florida, working with AHL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Richard A Ahl charge for services?

Richard A Ahl'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 AHL INVESTMENT MANAGEMENT, INC.?

AHL INVESTMENT MANAGEMENT, INC. has approximately 3 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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