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Richard Mark Blonstein

Broad Wealth Management, Inc.

Rye, NY

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Current Employers
Broad Wealth Management, Inc.

Rye, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-14
CT RA APPROVED 2006-09-25
  • NY RA
    APPROVED
    Since 2021-11-14
  • CT RA
    APPROVED
    Since 2006-09-25

Branch Locations

Rye, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richard Blonstein Cpa, Cfp Rye NY 06/2001 Present
  • 06/2001 → Present
    Richard Blonstein Cpa, Cfp
    Rye, NY
Other Businesses

RICHARD BLONSTEIN CPA, CFP, NON-INVESTMENT RELATED, TAX COMPLIANCE, FINANCIAL PLANNING, OWNER, 180 HRS. MONTHLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-08
S63 Uniform Securities Agent State Law Examination 2000-10-24
  • S65 Uniform Investment Adviser Law Examination
    2000-12-08
  • S63 Uniform Securities Agent State Law Examination
    2000-10-24
Designations
Other Names
  • Richard Blonstein

View on SEC IAPD

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