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Richard Owen Bollam

BST WEALTH MANAGEMENT, LLC·ALBANY, New York
Unclaimed Profile
26 COMPUTER DRIVE WEST, ALBANY, NY 12205CRD# 4040337Firm CRD# 131160
01

About

Richard Owen Bollam is a registered financial advisor based in ALBANY, New York, affiliated with BST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BST WEALTH MANAGEMENT, LLC
BST WEALTH MANAGEMENT, LLC
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BST WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4040337
Firm CRD# 131160
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Owen Bollam offer?
Richard Owen Bollam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.
What are Richard Owen Bollam's credentials?
Richard Owen Bollam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Owen Bollam located?
Richard Owen Bollam is based in ALBANY, New York, working with BST WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Richard Owen Bollam charge for services?
Richard Owen Bollam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BST WEALTH MANAGEMENT, LLC?
BST WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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