Richard Leeway Chen

Employer firm

Veris Wealth Partners, LLC CRD 143588

$2.86B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 07/2020 → Present
  Veris Wealth Partners, Llc
  San Francisco, CA
• 04/2019 → Present
  Richard L. Chen Pllc
  New York, NY
• 07/2015 → 03/2019
  Marketcounsel, Llc
  Englewood, NJ

Other Businesses

Richard L. Chen PLLC, not investment-related, 909 3rd Av. #8236, New York, NY 10150, law firm practice, President, start date 4/1/2019, ~130 hours/mo., ~80 hours/mo. during securities trading hours, duties: practice law.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11

Other Names

• Richard Leeway Chen