TrueAdvisor
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RC
RC

Richard Kenyon Cobb

Cresap, INC.
32 Years of Experience
6 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cresap, INC.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
585 clients
Average Client Portfolio
$580K average
Assets Under Management
$339.0M

Fee Structure

Financial Planning:Investment management only

Location

259 N Radnor Chester Rd, Ste 140, Radnor, PA, 19087

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Settled
Customer Dispute
March 2012
Settled
Customer Dispute
April 2011
Settled
Customer Dispute
February 2002
Denied
Customer Dispute
December 2001
Denied
Customer Dispute
September 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cresap, INC.
August 2021 - Present · 4 yrs 6 mos
Cresap, INC.Broker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
April 2008 - June 2009 · 1 yr 2 mos
UBS Financial Services INC.Broker
October 2001 - June 2009 · 7 yrs 8 mos
First Union Securities, INC.Broker
October 1999 - October 2001 · 2 yrs
First Union Capital Markets CORP.Broker
June 1995 - October 1999 · 4 yrs 4 mos
Delaware Distributors, L.P.Broker
October 1993 - May 1995 · 1 yr 7 mos
State Registrations33 states
ALARAZCACOCTDCDEFLGAHIIAILKSLAMAMDMEMINCNJNMNVNYOHORPARISCTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.