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Richard Edward Gelfand

VENERABLE INVESTMENT ADVISERS, LLC·WEST CHESTER, Pennsylvania
Unclaimed Profile
1475 DUNWOODY DRIVE, WEST CHESTER, PA 19380CRD# 5255203Firm CRD# 330755
01

About

Richard Edward Gelfand is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with VENERABLE INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
VENERABLE INVESTMENT ADVISERS, LLC
VENERABLE INVESTMENT ADVISERS, LLC
AUM
$9.7B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at VENERABLE INVESTMENT ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5255203
Firm CRD# 330755
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Edward Gelfand offer?
Richard Edward Gelfand specializes in Investment Management, Fee-Only Advisory. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Richard Edward Gelfand's credentials?
Richard Edward Gelfand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Edward Gelfand located?
Richard Edward Gelfand is based in WEST CHESTER, Pennsylvania, working with VENERABLE INVESTMENT ADVISERS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Richard Edward Gelfand charge for services?
Richard Edward Gelfand'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 VENERABLE INVESTMENT ADVISERS, LLC?
VENERABLE INVESTMENT ADVISERS, LLC has approximately 10 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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