Richard Andrew Boehm
Investment adviser representative at Winthrop Wealth
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.1BFirm assets
Are you Richard Andrew Boehm? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Winthrop WealthAug 2020 to now
- Winthrop Advisory Group LLCAug 2020 to now
- Unified Tax Services, LLCFeb 2009 to now
- Unified Wealth Management, LLCDec 2004 to now
- LPL Financial, LLCFeb 2009 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AZ, CT, TX).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 yearsIn 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
- 2365186
- Firm CRD
- 288178