Richard Nudelman
Richard Nudelman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Owings Mills, MD, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11299 Owings Mills Blvd, Suit3E 200, Owings Mills, MD, 21117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the owner of Columbia Financial Advisors, LLC, a financial services firm, dedicating about 10-20% of his time. He also owns Nudelman & Associates CPA's LLC, an accounting and tax services firm, dedicating nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Patuxent Financial Group LLC
NFP Securities, INC.Broker
State Registrations2 states
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