Unclaimed Profile

Stephen Andrew Yarmesch

RIVERVIEW RESEARCH, LLC·INDEPENDENCE, Ohio

Series 7, Series 31, Series 63, Series 65Clean record18 years registeredRIVERVIEW RESEARCH, LLC

6595 BRECKSVILLE ROAD, INDEPENDENCE, OH 44131CRD# 3071972Firm CRD# 162318

Profile Verification

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

Identity

Stephen Andrew Yarmesch · INDEPENDENCE, OH

Registration

CRD #3071972 · RIVERVIEW RESEARCH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

RIVERVIEW RESEARCH, LLC

May 2012 – present

OBERLIN WEALTH PARTNERS, LLC

Sep 2013 – Dec 2017

BRYAN, OH

INDEPENDENT FINANCIAL PARTNERS

Sep 2011 – May 2012

INDEPENDENCE, OH

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Dec 2010 – Sep 2011

INDEPENDENCE, OH

NRP ADVISORS, INC.

Dec 2007 – Nov 2010

INDEPENDENCE, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · December 11, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVERVIEW RESEARCH, LLC

CRD 162318 · SEC 801-78821

AUM

$849M

Regulatory assets under management

Employees

135 client accounts

Services offered by RIVERVIEW RESEARCH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RIVERVIEW RESEARCH, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Andrew Yarmesch offer?

Stephen Andrew Yarmesch specializes in Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Stephen Andrew Yarmesch's credentials?

Stephen Andrew Yarmesch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Andrew Yarmesch located?

Stephen Andrew Yarmesch is based in INDEPENDENCE, Ohio, working with RIVERVIEW RESEARCH, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Stephen Andrew Yarmesch charge for services?

Stephen Andrew Yarmesch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERVIEW RESEARCH, LLC?

RIVERVIEW RESEARCH, LLC has approximately 3 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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