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Richard Leland Reach

RLR Capital Management, Inc.

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About Richard Leland Reach

Richard Leland Reach is a registered Investment Advisor Representative with RLR Capital Management, Inc. Richard Reach has been in the industry since 1975, with experience at firms like Weiss Peck & Greer, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Scudder Fund Distributors, Inc. Currently, Richard Reach is associated with RLR Capital Management, Inc. which is headquartered in New Canaan, CT. RLR Capital Management, Inc. provides portfolio management for individuals.

Firm Information

Richard Reach is currently registered with RLR Capital Management, Inc.. RLR Capital Management, Inc. is an investment advisor that manages approximately $10,660,295 in assets for 11 clients. The firm specializes in portfolio management for individuals, primarily serving high-net-worth individuals.

$10.66M

Assets Under Management

Not reported

Total Clients

1

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Reach’s Registration & Firm History

CT

10/03/2003 - Present

RLR Capital Management, Inc. (NEW CANAAN CT)

NA

07/29/1987 - 12/31/1990

WEISS PECK & GREER

NA

09/26/1978 - 03/25/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

07/14/1981 - 03/16/1982

SCUDDER FUND DISTRIBUTORS, INC.

NA

11/20/1975 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 11/11/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/1988

Series 24 - General Securities Principal Examination

BC

Issued 04/11/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/15/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Leland Reach.
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