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President/chief Financial Officer/senior Wealth Advisor · RTD Financial Advisors Inc

Richard J. Durso

CRD 2772293 · Named on Form ADV at one SEC-registered adviser

At a glance

RTD Financial Advisors Inc, an SEC-registered wealth manager based in Philadelphia, PA with $2.7 billion in regulatory assets, lists Richard J. Durso on its Form ADV as President/chief Financial Officer/senior Wealth Advisor, a control person.

Firms and roles

  • RTD Financial Advisors IncPresident/chief Financial Officer/senior Wealth AdvisorWealth manager · Philadelphia, PA · $2.7B in regulatory assets

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2003 (23 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

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
1 firmLocked
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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.