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Richard Ira Sichel

Investment adviser representative at Tritonpoint Partners, LLC
27 yearsExperience
1 stateRegistered in
$286.5MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

27 years in the industry.

  1. Tritonpoint Partners, LLCMay 2026 to now
  2. The Philadelphia Trust CompanyMay 1999 to May 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Tritonpoint Partners, LLC

$286.5MAssets managed
74Clients
10Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1817908
Firm CRD
333259
Advisor's SEC record (opens in a new tab)
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