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Richard Edward Prozzo

DAVIDSON WEALTH MANAGEMENT LLC·MANALAPAN, New Jersey
Unclaimed Profile
198 ROUTE 9 N, MANALAPAN, NJ 07726CRD# 1972687Firm CRD# 153227
01

About

Richard Edward Prozzo is a registered financial advisor based in MANALAPAN, New Jersey, affiliated with DAVIDSON WEALTH MANAGEMENT LLC. 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
03

Firm Overview

Firm
DAVIDSON WEALTH MANAGEMENT LLC
DAVIDSON WEALTH MANAGEMENT LLC
AUM
$131M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DAVIDSON WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1972687
Firm CRD# 153227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Edward Prozzo offer?
Richard Edward Prozzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANALAPAN, New Jersey for a consultation.
What are Richard Edward Prozzo's credentials?
Richard Edward Prozzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Edward Prozzo located?
Richard Edward Prozzo is based in MANALAPAN, New Jersey, working with DAVIDSON WEALTH MANAGEMENT LLC. Their office serves clients in the MANALAPAN metropolitan area and surrounding communities.
How does Richard Edward Prozzo charge for services?
Richard Edward Prozzo'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 DAVIDSON WEALTH MANAGEMENT LLC?
DAVIDSON WEALTH MANAGEMENT LLC has approximately 5 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MANALAPAN
Kristopher Michael Sevcenko — DAVIDSON WEALTH MANAGEMENT LLC
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