Richard Robert Rush

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2015 → 06/2017
  Invest Financial Corp.
  Northville, MI
• 06/2015 → 01/2022
  Executive Wealth Management
  Northville, MI
• 06/2017 → 01/2022
  Private Client Services Llc
  Louisville, KY
• 01/2022 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2015-06-29 → 2022-01-28
  Executive Wealth Management, Llc
  Brighton, MI
• 2015-06-04 → 2017-06-06
  Invest Financial Corporation
  Northville, MI
• 2013-06-13 → 2015-02-10
  Capfinancial Securities, Llc.
  Clarkston, MI
• 2012-12-11 → 2013-01-31
  Cig Asset Management, Inc.
  Southfield, MI
• 2012-08-21 → 2012-09-18
  Wells Fargo Clearing Services, Llc
  Farmington Hills, MI
• 2004-07-01 → 2006-05-30
  Great Lakes Advisors, Llc
  Chicago, IL
  Chicago, IL

Other Businesses

1) EXECUTIVE WEALTH MANAGEMENT; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE - START DATE 5/18/2015; OUTSIDE RIA FIRM; 175 CADYCENTRE STE 325 NORTHVILLE, MI 48167; 40 HPM, 40 HPM DURING TRADING. 2) WAYNE STATE UNIVERSITY; NOT INVESTMENT RELATED; ADJUNCT PROFESSOR - START DATE 11/15/2014; 5201 CASS AVE. DETROIT, MI 48202; 12 HPM, 0 HPM DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-16
• S63 Uniform Securities Agent State Law Examination
  1999-06-04
• S65 Uniform Investment Adviser Law Examination
  1993-02-04