Owner and President · Everhart Advisors
Richard S. Everhart
CRD 2165784 · Named on Form ADV at one SEC-registered adviser
At a glance
Everhart Advisors, an SEC-registered wealth manager based in Dublin, OH with $2.5 billion in regulatory assets, lists Richard S. Everhart on its Form ADV as Owner and President, a control person.
Firms and roles
- Everhart AdvisorsOwner and PresidentWealth manager · Dublin, OH · $2.5B 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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- 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
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew J. RomeoOwner, Everhart Advisors
- Brian J HannaOwner, Everhart Advisors
- Frank CiotolaOwner, Everhart Advisors
- Steven ReinselOwner, Chief Compliance Officer, Managing Partner, Everhart Advisors
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.