Unclaimed Profile

Richard Timothy Kersting

MONTEBELLO PARTNERS LLC·SUFFERN, New York

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 99TO21 years registeredMONTEBELLO PARTNERS LLC

75 MONTEBELLO ROAD, SUFFERN, NY 10901CRD# 1835418Firm CRD# 149867

Profile Verification

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

Identity

Richard Timothy Kersting · SUFFERN, NY

Registration

CRD #1835418 · MONTEBELLO PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Oct 2021 – present

BRUDERMAN ASSET MANAGEMENT, LLC

Mar 2015 – Oct 2021

LOCUST VALLEY, NY

GARY GOLDBERG PLANNING SERVICES INC

Feb 2005 – Mar 2015

SUFFERN, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · February 16, 2005

Years registered · 21

Disclosure History

2026Customer Dispute·Pending

2001Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONTEBELLO PARTNERS LLC

CRD 149867 · SEC 801-70164

Employees

Total firm employees

Services offered by MONTEBELLO PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONTEBELLO PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Timothy Kersting offer?

Richard Timothy Kersting specializes in Investment Management, Fee-Only Advisory. Contact their office in SUFFERN, New York for a consultation.

What are Richard Timothy Kersting's credentials?

Richard Timothy Kersting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Timothy Kersting located?

Richard Timothy Kersting is based in SUFFERN, New York, working with MONTEBELLO PARTNERS LLC. Their office serves clients in the SUFFERN metropolitan area and surrounding communities.

How does Richard Timothy Kersting charge for services?

Richard Timothy Kersting'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 MONTEBELLO PARTNERS LLC?

MONTEBELLO PARTNERS LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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