Investment adviser representative · Lbt Wealth Management, LLC
Richard Taborda
CRD 1970810 · Iselin, NJ
At a glance
Richard Taborda is an investment adviser representative with Lbt Wealth Management, LLC in Iselin, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2010, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Lbt Wealth Management, LLCSince October 2010Iselin, NJ · State-registered or not in the SEC’s list
- Wealth More Enterprise, Inc.Since January 2026South Amboy, NJ · $0M in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 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
- 3 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.