Investment adviser representative · Amerity Wealth Management, LLC
Richard S. Teitelbaum
CRD 4540928 · Tampa, FL
At a glance
Richard S. Teitelbaum is an investment adviser representative with Amerity Wealth Management, LLC in Tampa, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2020, about 5 years ago.
Current advisory firm
- Amerity Wealth Management, LLCSince October 2024Tampa, FL · $339M in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 63, 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
- 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
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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.