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Richard Edward Prozzo

DAVIDSON WEALTH MANAGEMENT LLC·MANALAPAN, New Jersey
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record23 years registeredDAVIDSON WEALTH MANAGEMENT LLC
198 ROUTE 9 N, MANALAPAN, NJ 07726CRD# 1972687Firm CRD# 153227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Edward Prozzo · MANALAPAN, NJ
Registration
CRD #1972687 · DAVIDSON WEALTH MANAGEMENT LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

DAVIDSON WEALTH MANAGEMENT LLC
Apr 2010 – present
DAVIDSON ASSET MANAGMENT, INC.
Oct 2002 – Jun 2010
MANALAPAN, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · October 23, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227 · SEC 801-71216
AUM
$131M
Regulatory assets under management
Employees
5
599 client accounts
Services offered by DAVIDSON WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 DAVIDSON WEALTH MANAGEMENT LLC →
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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 at DAVIDSON WEALTH MANAGEMENT LLC

Kristopher Michael Sevcenko
MANALAPAN, NJ
CFP

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