Richard Cecchi
Investment adviser representative at Verity Asset Management
35 yearsExperience
2 statesRegistered in
$1.2BFirm assets
20 yearsFirm 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
35 years in the industry.
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- Verity Asset ManagementAug 2020 to now
- Verity FinancialAug 2020 to now
- Brindisi & CecchiOct 2017 to now
- Richard Cecchi CpaJan 2008 to now
- Workmen's Benefit FundAug 1991 to now
- Verity Investments, Inc.Aug 2020 to Nov 2025
- Mutual Inc.Nov 2014 to Aug 2020
- Planmember Securities CorporationNov 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Verity Asset Management
Legal name: Verity Asset Management, Inc.
$1.2BAssets managed
5,838Clients
53Advisers
20 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
- 2947705
- Firm CRD
- 158667