Unclaimed Profile

Richard John Durso

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania

Series 7, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredRTD FINANCIAL ADVISORS INC

30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 2772293Firm CRD# 110744

Profile Verification

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

Identity

Richard John Durso · PHILADELPHIA, PA

Registration

CRD #2772293 · RTD FINANCIAL ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

RTD FINANCIAL ADVISORS INC

Mar 2009 – present

TD WATERHOUSE INVESTOR SERVICES, INC.

Jul 2003 – May 2004

JENKINTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · July 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RTD FINANCIAL ADVISORS INC

CRD 110744 · SEC 801-19015

AUM

$2.1B

Regulatory assets under management

Employees

2,878 client accounts

Services offered by RTD FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RTD FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Richard John Durso offer?

Richard John Durso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Richard John Durso's credentials?

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

Where is Richard John Durso located?

Richard John Durso is based in PHILADELPHIA, Pennsylvania, working with RTD FINANCIAL ADVISORS INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Richard John Durso charge for services?

Richard John Durso'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 RTD FINANCIAL ADVISORS INC?

RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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