Investment adviser representative · Shrier Associates, LLC
Richard M. Shrier
CRD 721915 · Clinton, MA
At a glance
Richard M. Shrier is an investment adviser representative with Shrier Associates, LLC in Clinton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2004, about 22 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Shrier Associates, LLCSince August 2004Clinton, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 5 states
- 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
- Locked
- 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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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.