Unclaimed Profile

Richard David Derafelo

LEHMAN & DERAFELO FINANCIAL RESOURCES LLC·MEDIA, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredLEHMAN & DERAFELO FINANCIAL RESOURCES LLC

1215 W. BALTIMORE PIKE, MEDIA, PA 19063CRD# 4553959Firm CRD# 292523

Profile Verification

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

Identity

Richard David Derafelo · MEDIA, PA

Registration

CRD #4553959 · LEHMAN & DERAFELO FINANCIAL RESOURCES LLC · 23 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Apr 2023 – present

LEHMAN FINANCIAL RESOURCES

Jul 2018 – May 2023

MEDIA, PA

LEHMAN FINANCIAL RESOURCES, INC.

Feb 2006 – Jun 2019

MEDIA, PA

KOHLER, PAUL TERENCE

Dec 2004 – Jan 2006

MEDIA, PA

FINANCIAL WEST INVESTMENT GROUP, INC.

Aug 2003 – Nov 2004

DOWNINGTOWN, PA

WADDELL & REED, INC.

Jun 2003 – Aug 2003

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 11, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEHMAN & DERAFELO FINANCIAL RESOURCES LLC

CRD 292523 · SEC 801-113642

AUM

$1.1B

Regulatory assets under management

Employees

2,374 client accounts

Services offered by LEHMAN & DERAFELO FINANCIAL RESOURCES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEHMAN & DERAFELO FINANCIAL RESOURCES LLC →

Introduction

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Frequently Asked Questions

What services does Richard David Derafelo offer?

Richard David Derafelo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEDIA, Pennsylvania for a consultation.

What are Richard David Derafelo's credentials?

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

Where is Richard David Derafelo located?

Richard David Derafelo is based in MEDIA, Pennsylvania, working with LEHMAN & DERAFELO FINANCIAL RESOURCES LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.

How does Richard David Derafelo charge for services?

Richard David Derafelo'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 LEHMAN & DERAFELO FINANCIAL RESOURCES LLC?

LEHMAN & DERAFELO FINANCIAL RESOURCES LLC has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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