Richard Cecchi is a registered investment advisor, based in Ronkonkoma, NY, with 28 years of industry experience.
Location
3075 Veterans Memorial Hwy, Ste 130, Ronkonkoma, NY, 11779-7600
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved with multiple organizations, including two accounting firms (Richard Cecchi, CPA, P.C. and Brindisi & Cecchi, CPA, P.C.) where he spends nearly full-time managing operations. He also works as a financial planner for Menna Wealth Planning Group, Inc., is an officer for Workmen's Benefit Fund of the USA and The Workman's Benefit Fund Foundation, and is an investment advisor representative for Verity Asset Management, Inc., spending nearly full-time on this.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.Broker
Planmember Securities CorporationBroker
National Securities CorporationBroker
Prime Capital Services, INC.Broker
State Registrations9 states
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