Unclaimed Profile

Ronald Scott Lehman

LEHMAN & DERAFELO FINANCIAL RESOURCES LLC·MEDIA, Pennsylvania

Series 65Clean record15 years registeredLEHMAN & DERAFELO FINANCIAL RESOURCES LLC

1215 W. BALTIMORE PIKE, MEDIA, PA 19063CRD# 5926626Firm CRD# 292523

Profile Verification

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

Identity

Ronald Scott Lehman · MEDIA, PA

Registration

CRD #5926626 · LEHMAN & DERAFELO FINANCIAL RESOURCES LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEHMAN & DERAFELO FINANCIAL RESOURCES LLC

EP WEALTH ADVISORS

Apr 2023 – Jan 2026

Media, PA

LEHMAN FINANCIAL RESOURCES

Jul 2018 – Apr 2023

MEDIA, PA

LEHMAN FINANCIAL RESOURCES, INC.

Jul 2011 – Jun 2019

MEDIA, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 11, 2011

Years registered · 15

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 Ronald Scott Lehman offer?

Ronald Scott Lehman specializes in Financial Planning, Investment Management, Wealth Management.

What are Ronald Scott Lehman's credentials?

Ronald Scott Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Scott Lehman located?

Ronald Scott Lehman is based in MEDIA, Pennsylvania, last registered with LEHMAN & DERAFELO FINANCIAL RESOURCES LLC.

How does Ronald Scott Lehman charge for services?

Ronald Scott Lehman'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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