Carlisle, MA
Get directionsNo 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 →Richard practices law as a limited liability company, dedicating a few hours per week to this non-investment related activity. He also serves on the board of directors for Sammartino Investments LLC and is a beneficiary of 530 Great Road Realty Trust, both of which require minimal time.