Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lerach is a financial advisor in Pittsburgh, PA, with over 20 years of experience in the financial services industry. Richard has been associated with Atmos Advisory, LLC since November 2011 and previously held positions with M Holdings Securities, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Richard holds the Series 7, Series 31, and Series 65 licenses, and is also a Certified Financial Planner. Richard specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Atmos Advisory, LLC is a registered investment advisor located in Pittsburgh, PA, providing financial advisory services to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/03/2014 - Present
Atmos Advisory, LLC (PITTSBURGH PA)
PA
01/03/2012 - 05/31/2024
M HOLDINGS SECURITIES, INC. (PITTSBURGH PA)
PA
06/01/2009 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)
PA
08/22/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
IA
Issued 09/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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