Richard Sauerman
Richard Sauerman is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the 100% owner of RCS Dressage LLC, a horse training institution. He spends a few hours per week on this activity, which is not investment-related and for which he receives no compensation.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
NFP Retirement INC.
State Registrations15 states
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