Claim Profile
Unclaimed Profile
RS

Richard Snow

EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, Massachusetts
Series 2, Series 65Clean record24 years registeredEASTERLY INVESTMENT PARTNERS LLC
138 CONANT STREET, BEVERLY, MA 01915CRD# 2104202Firm CRD# 299607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Snow · BEVERLY, MA
Registration
CRD #2104202 · EASTERLY INVESTMENT PARTNERS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

Jun 2002Dec 2021
SEWICKLEY, PA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · June 25, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
CRD 299607 · SEC 801-114563
AUM
$2.8B
Regulatory assets under management
Employees
19
323 client accounts
Services offered by EASTERLY INVESTMENT PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEVERLY?

Browse all registered financial advisors in BEVERLY, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Richard Snow offer?
Richard Snow specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Richard Snow's credentials?
Richard Snow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Snow located?
Richard Snow is based in BEVERLY, Massachusetts, working with EASTERLY INVESTMENT PARTNERS LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Richard Snow charge for services?
Richard Snow's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTERLY INVESTMENT PARTNERS LLC?
EASTERLY INVESTMENT PARTNERS LLC has approximately 19 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →