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Stan Richelson

Scarsdale Investment Group, Ltd.

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About Stan Richelson

Stan Richelson is an investment advisor representative with Scarsdale Investment Group, Ltd. Stan is registered with the state of Pennsylvania and has been in the industry since 1991. Stan works out of the Blue Bell, PA office.

Firm Information

Stan 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.

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financial planning services

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

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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.

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fixed fees

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

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other

One time charge and percentage of assets under advisement

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Stan Richelson’s Registration & Firm History

PA

10/14/2013 - Present

Scarsdale Investment Group, Ltd. (BLUE BELL PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stan Richelson.
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