Richard Koblick
Richard Koblick is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 19 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
1900 Glades Rd Ste 354, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Richard operates under the DBA Feller Financial Services for insurance and securities, and is president of Richard Koblick, Inc., an S-Corp for tax purposes. He is also a board member at the Jewish Community Center and an independent insurance agent selling fixed insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.