Invested Better
Unclaimed

Unclaimed

Unclaimed

Hildy Rae Richelson

Scarsdale Investment Group, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hildy? Claim Your Profile

About Hildy Rae Richelson

Hildy Richelson is an Investment Advisor Representative at Scarsdale Investment Group, Ltd. Hildy is registered with the state of Pennsylvania, and is licensed to provide financial planning services to individuals and high-net-worth individuals.

Firm Information

Hildy Richelson is currently registered with Scarsdale Investment Group, Ltd.. Scarsdale Investment Group, Ltd. is an investment advisor specializing in non-discretionary, non-investment supervisory services and financial planning. They serve a variety of clients, including high-net-worth individuals (70 clients) and other individuals (56 clients).

Not reported

Assets Under Management

126

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

non-discretionary, non-investment supervisory services

Non-discretionary, non-investment supervisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

One time charge and percentage of assets under advisement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hildy Richelson’s Registration & Firm History

PA

06/20/2012 - Present

Scarsdale Investment Group, Ltd. (BLUE BELL PA)

Not sure if Hildy Rae Richelson is right for you?

Licenses & Designations

IA

Issued 05/01/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hildy Rae Richelson.
Not sure if Hildy Rae Richelson is right for you?