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Richard Lewis Almeida

BALLIETT FINANCIAL SERVICES, INC.·WINTER PARK, Florida
Unclaimed Profile
631 SOUTH ORLANDO AVE, WINTER PARK, FL 32789-7121CRD# 4657268Firm CRD# 105284
01

About

Richard Lewis Almeida is a registered financial advisor based in WINTER PARK, Florida, affiliated with BALLIETT FINANCIAL SERVICES, INC.. 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
BALLIETT FINANCIAL SERVICES, INC.
BALLIETT FINANCIAL SERVICES, INC.
AUM
$24M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BALLIETT FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4657268
Firm CRD# 105284
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Lewis Almeida offer?
Richard Lewis Almeida specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Richard Lewis Almeida's credentials?
Richard Lewis Almeida is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lewis Almeida located?
Richard Lewis Almeida is based in WINTER PARK, Florida, working with BALLIETT FINANCIAL SERVICES, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Richard Lewis Almeida charge for services?
Richard Lewis Almeida'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 BALLIETT FINANCIAL SERVICES, INC.?
BALLIETT FINANCIAL SERVICES, INC. has approximately 6 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINTER PARK
Darren Christopher Weems — DEPRINCE, RACE & ZOLLO, INC.Philip Druley Balliett — BALLIETT FINANCIAL SERVICES, INC.Theodore Spencer Rich — RIVERTREE ADVISORS, LLCWendy Weller Ahl — AHL INVESTMENT MANAGEMENT, INC.Stanley P Stewart — VIRTUS FINANCIAL PARTNERS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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