Unclaimed Profile

Lester Todd Rich

STONERIDGE INVESTMENT PARTNERS LLC·MALVERN, Pennsylvania

Clean recordSTONERIDGE INVESTMENT PARTNERS LLC

301 LINDENWOOD DRIVE, MALVERN, PA 19355CRD# 4378096Firm CRD# 109261

Profile Verification

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

Identity

Lester Todd Rich · MALVERN, PA

Registration

CRD #4378096 · STONERIDGE INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lester Todd Rich is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with STONERIDGE INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STONERIDGE INVESTMENT PARTNERS LLC

STONERIDGE INVESTMENT PARTNERS

AUM

$243M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONERIDGE INVESTMENT PARTNERS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4378096

Firm CRD# 109261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lester Todd Rich offer?

Lester Todd Rich specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Lester Todd Rich's credentials?

Lester Todd Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lester Todd Rich located?

Lester Todd Rich is based in MALVERN, Pennsylvania, working with STONERIDGE INVESTMENT PARTNERS LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Lester Todd Rich charge for services?

Lester Todd Rich'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 STONERIDGE INVESTMENT PARTNERS LLC?

STONERIDGE INVESTMENT PARTNERS LLC has approximately 10 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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