Unclaimed Profile

Richard Looney

GEORGE MCKELVEY CO., LLC·MANASQUAN, New Jersey

SIE, Series 7, Series 24, Series 55, Series 63Clean record18 years registeredGEORGE MCKELVEY CO., LLC

2410 STATE HIGHWAY 34, MANASQUAN, NJ 08736CRD# 1778012Firm CRD# 2733

Profile Verification

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

Identity

Richard Looney · MANASQUAN, NJ

Registration

CRD #1778012 · GEORGE MCKELVEY CO., LLC · 18 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Oct 2024 – present

GEORGE MCKELVEY CO., LLC

May 2008 – Oct 2024

MANASQUAN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Registration record

First registered · May 8, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEORGE MCKELVEY CO., LLC

CRD 2733 · SEC 801-15425

AUM

$1.0B

Regulatory assets under management

Employees

1,606 client accounts

Services offered by GEORGE MCKELVEY CO., 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 GEORGE MCKELVEY CO., LLC →

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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 →