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Richard David Derafelo

LEHMAN & DERAFELO FINANCIAL RESOURCES LLC·MEDIA, Pennsylvania
Clean recordLEHMAN & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard David Derafelo is a registered financial advisor based in MEDIA, Pennsylvania, affiliated with LEHMAN & DERAFELO FINANCIAL RESOURCES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
LEHMAN FINANCIAL RESOURCES
AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEHMAN & DERAFELO FINANCIAL RESOURCES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4553959
Firm CRD# 292523
View on FINRA BrokerCheck →

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05

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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Other Advisors at LEHMAN & DERAFELO FINANCIAL RESOURCES LLC

Ronald Scott Lehman
MEDIA, PA

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