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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Leeway Chen is an investment advisor representative with Veris Wealth Partners, LLC. Richard has been in the industry since 2014. Richard specializes in providing investment consulting, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Richard is registered with the state of New York. Richard is also the President of Richard L. Chen PLLC, a law firm, and has been practicing law since 2019.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
02/01/2021 - Present
Veris Wealth Partners, LLC (New York NY)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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