Richard Grobman
Richard Grobman is a registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a trustee for multiple family trusts and acts as Secretary/Treasurer for Applewood Limited Partnership and Secretary for Mid America East, Inc. He also serves on investment committees for Har Zion Temple and Jewish Family and Children's Services, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
W.H. Newbold's Son & CO., INC.Broker
State Registrations26 states
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