Best Investors Account Sign in
Inactive

Richard Robert Blumenfeld

Stillwater Wealth Management Group LLC

Juno Beach, FL

Claim This Profile
Current Employers
Stillwater Wealth Management Group Llc

790 Juno Ocean Walk Suite 202C, Juno Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-29
FL RA APPROVED 2020-09-21
  • TX RA
    APPROVED_RES
    Since 2022-07-29
  • FL RA
    APPROVED
    Since 2020-09-21

Branch Locations

790 Juno Ocean Walk Suite 202C, Juno Beach, FL 33408 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Boca Raton FL 11/2012 09/2020
Bank Of America, N.A. Boca Raton FL 06/2013 09/2020
Stillwater Wealth Management Group Llc Jupiter FL 09/2020 Present
  • 11/2012 → 09/2020
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Boca Raton, FL
  • 06/2013 → 09/2020
    Bank Of America, N.A.
    Boca Raton, FL
  • 09/2020 → Present
    Stillwater Wealth Management Group Llc
    Jupiter, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-09
  • S66 Uniform Combined State Law Examination
    2013-04-09
Other Names
  • Richard Blumenfeld

View on SEC IAPD

Other Firms

SMARTPLAN INVESTING
EDWARD JONES
CREATIVEONE WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
FEFA FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
CITIGROUP GLOBAL MARKETS INC.

Other Investors

ROBROY EDWARD WILEY
Jennifer Marie Foster
JOSHUA BENNETT HELMAN
ROY EDWARD WILEY
Mitch Frownfelter
BERTON ROBERT BROWN
TYLER STEVEN WRIGHT
John Wesley Ainlay

Other Offices

SMARTPLAN INVESTING · JUNO BEACH, FL
EDWARD JONES · Juno Beach, FL
CREATIVEONE WEALTH, LLC · JUNO BEACH, FL
CETERA INVESTMENT ADVISERS LLC · JUNO BEACH, FL
OSAIC WEALTH, INC. · JUNO BEACH, FL
EDWARD JONES · NORTH PALM BEACH, FL
FEFA FINANCIAL · North Palm Beach, FL
COMMONWEALTH FINANCIAL NETWORK · Jupiter, FL

More in Juno Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor