AdvisorOS Directory
Claim Profile
RL

Richard Looney

GEORGE MCKELVEY CO., LLC·MANASQUAN, New Jersey
Unclaimed Profile
2410 STATE HIGHWAY 34, MANASQUAN, NJ 08736CRD# 1778012Firm CRD# 2733
01

About

Richard Looney is a registered financial advisor based in MANASQUAN, New Jersey, affiliated with GEORGE MCKELVEY CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GEORGE MCKELVEY CO., LLC
GEORGE MCKELVEY CO., LLC
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at GEORGE MCKELVEY CO., LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: MISCELLANEOUS ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 1778012
Firm CRD# 2733
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANASQUAN?

Browse all registered financial advisors in MANASQUAN, New Jersey or claim this profile if it's yours.

Browse MANASQUAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Looney offer?
Richard Looney specializes in Financial Planning, Investment Management. Contact their office in MANASQUAN, New Jersey for a consultation.
What are Richard Looney's credentials?
Richard Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Looney located?
Richard Looney is based in MANASQUAN, New Jersey, working with GEORGE MCKELVEY CO., LLC. Their office serves clients in the MANASQUAN metropolitan area and surrounding communities.
How does Richard Looney charge for services?
Richard Looney's firm is compensated through percentage of aum, other: miscellaneous administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEORGE MCKELVEY CO., LLC?
GEORGE MCKELVEY CO., LLC has approximately 15 employees and manages $1.0B 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 →
Other advisors in MANASQUAN
Robert Gould Mckelvey — GEORGE MCKELVEY CO., LLCRobert Augustus Giunco — GEORGE MCKELVEY CO., LLCEdward Anthony Mccabe — GEORGE MCKELVEY CO., LLCPaul Jude Conforti — MARINER-HFG, LLCChristopher Alan Lukas — HOUSEN FINANCIAL GROUP, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile