Edward Stuart Richter

PFS

Apella Wealth

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation Planning

Apella Wealth

Compensation

Fee-Only (AUM)

Firm Size

68 advisors

Number of Clients

3,976 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.7B

Fee Structure

Minimum Investment:$500K

Location

5 Walker Street, Lenox, MA, 01240

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Apella Wealth

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Symmetry Partners

March 2017 - February 2019 · 1 yr 11 mos

Ws Securities INC

March 2009 - March 2017 · 8 yrs

Arc Investment Planning & Management INC

September 2004 - March 2017 · 12 yrs 6 mos

State Registrations3 states

CTMATX

Advisor

Exams

No exam information available for this advisor.