Unclaimed Profile

Richard Alan Ferri

PORTFOLIO SOLUTIONS LLC·TROY, Michigan

Series 3, Series 7, Series 63, Series 65Clean record19 years registeredPORTFOLIO SOLUTIONS LLC

900 WILSHIRE DRIVE, TROY, MI 48084-1664CRD# 1930456Firm CRD# 107774

Profile Verification

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

Identity

Richard Alan Ferri · TROY, MI

Registration

CRD #1930456 · PORTFOLIO SOLUTIONS LLC · 19 years registered

Brand Profile

Not yet started

Career History

FERRI INVESTMENT SOLUTIONS

Mar 2019 – present

PORTFOLIO SOLUTIONS LLC

Mar 2007 – Jun 2016

MEDINA, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY WEALTH ADVISORS, LLC

CRD 107774 · SEC 801-56681

AUM

$1.8B

Regulatory assets under management

Employees

2,090 client accounts

Services offered by LIBERTY WEALTH ADVISORS, LLC

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 LIBERTY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Alan Ferri offer?

Richard Alan Ferri specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.

What are Richard Alan Ferri's credentials?

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

Where is Richard Alan Ferri located?

Richard Alan Ferri is based in TROY, Michigan, working with PORTFOLIO SOLUTIONS LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Richard Alan Ferri charge for services?

Richard Alan Ferri'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 PORTFOLIO SOLUTIONS LLC?

PORTFOLIO SOLUTIONS LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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