linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Walter Stevens

Mill Creek Capital Advisors, LLC

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

About Richard Walter Stevens

Richard Stevens is an Investment Advisor Representative with Mill Creek Capital Advisors, LLC. Richard has been with the firm since September 2006. Richard is registered with the state of Pennsylvania and has been in the industry since May 1997. Richard has passed the Series 63, Series 65, and Series 7 exams.

Firm Information

Richard Stevens is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Richard Stevens’s Registration & Firm History

PA

03/29/2010 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

PA

05/19/1997 - 01/08/2002

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Richard Walter Stevens is right for you?

Licenses & Designations

IA

Issued 11/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/1997

Series 24 - General Securities Principal Examination

BC

Issued 05/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Walter Stevens.
Not sure if Richard Walter Stevens is right for you?