Richard John Durso

Employer firm

Rtd Financial Advisors Inc CRD 110744

$2.72B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → Present
  Rtd Financial Advisors
  Philadelphia, PA

Previous Registrations

• 2003-07-31 → 2004-05-20
  Td Ameritrade, Inc.
  Jenkintown, PA

Other Businesses

RICHARD HAS BEEN EMPLOYED AS THE HEAD COACH OF THE DREXEL UNIVERSITY WOMENS ICE HOCKEY TEAM SINCE 2001. THE SEASON RUNS FROM SEPTEMBER TO FEBRUARY AND HE DEDICATES APPROXIMATELY 8 HOURS PER WEEK DURING NON-TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-18
• S63 Uniform Securities Agent State Law Examination
  1996-12-24

Designations

• Certified Financial Planner