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Peter Dominic Recchia

4WEALTH ADVISORS, INC.·BURR RIDGE, Illinois
Series 6, Series 7, Series 24, Series 53, Series 63, Series 65Clean record25 years registered4WEALTH ADVISORS, INC.
745 MCCLINTOCK DRIVE, BURR RIDGE, IL 60527-6490CRD# 2908442Firm CRD# 129727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Dominic Recchia · BURR RIDGE, IL
Registration
CRD #2908442 · 4WEALTH ADVISORS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

4WEALTH ADVISORS, INC.
Apr 2004 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Apr 2003 – Sep 2013
BURR RIDGE, IL
ASSET & FINANCIAL PLANNING, LTD
Jul 2001 – Dec 2002
ELMWOOD PARK, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · July 31, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
4WEALTH ADVISORS, INC.
CRD 129727 · SEC 801-113392
AUM
$213M
Regulatory assets under management
Employees
12
1,101 client accounts
Services offered by 4WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 4WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Peter Dominic Recchia offer?
Peter Dominic Recchia specializes in Financial Planning, Investment Management. Contact their office in BURR RIDGE, Illinois for a consultation.
What are Peter Dominic Recchia's credentials?
Peter Dominic Recchia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Dominic Recchia located?
Peter Dominic Recchia is based in BURR RIDGE, Illinois, working with 4WEALTH ADVISORS, INC.. Their office serves clients in the BURR RIDGE metropolitan area and surrounding communities.
How does Peter Dominic Recchia charge for services?
Peter Dominic Recchia's firm is compensated through percentage of aum, hourly charges, subscription fees, other: shares in third-party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 4WEALTH ADVISORS, INC.?
4WEALTH ADVISORS, INC. has approximately 12 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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