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John Joseph Antonelli

RICHARDSON FINANCIAL SERVICES·MEDWAY, Massachusetts
Clean recordRICHARDSON FINANCIAL SERVICES
165 VILLAGE ST, MEDWAY, MA 02053CRD# 2788981Firm CRD# 130715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Joseph Antonelli · MEDWAY, MA
Registration
CRD #2788981 · RICHARDSON FINANCIAL SERVICES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Joseph Antonelli is a registered financial advisor based in MEDWAY, Massachusetts, affiliated with RICHARDSON FINANCIAL SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RICHARDSON FINANCIAL SERVICES INC.
RICHARDSON FINANCIAL SERVICES
AUM
$180M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RICHARDSON FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2788981
Firm CRD# 130715
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Antonelli offer?
John Joseph Antonelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEDWAY, Massachusetts for a consultation.
What are John Joseph Antonelli's credentials?
John Joseph Antonelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Antonelli located?
John Joseph Antonelli is based in MEDWAY, Massachusetts, working with RICHARDSON FINANCIAL SERVICES. Their office serves clients in the MEDWAY metropolitan area and surrounding communities.
How does John Joseph Antonelli charge for services?
John Joseph Antonelli'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 RICHARDSON FINANCIAL SERVICES?
RICHARDSON FINANCIAL SERVICES has approximately 5 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RICHARDSON FINANCIAL SERVICES

Edward Michael Pitts
MEDWAY, MA
Steven Michael Richardson
MEDWAY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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