Investment adviser representative · Sc Wealth Advisors
Richard M. Borek
CRD 2051694 · Oakbrook Terrace, IL
At a glance
Richard M. Borek is an investment adviser representative with Sc Wealth Advisors in Oakbrook Terrace, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Sc Wealth AdvisorsSince September 2019Oakbrook Terrace, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sc Wealth Advisors
- Shivam S. PatelOakbrook Terrace
Every advisor at Sc Wealth Advisors →Financial advisors in Oakbrook Terrace, IL →Advisor Moves: who changed firms this week →