Richard M Wertheimer
Investment adviser representative at Fort Street Asset Management LLC
11 yearsExperience
1 stateRegistered in
$195.4MFirm assets
2 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fort Street Asset Management LLCDec 2019 to now
- Morgan Stanley Private Bank, N.A.Sep 2015 to Dec 2019
- Morgan StanleyAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (HI).
Fort Street Asset Management LLC
$195.4MAssets managed
30Clients
2Advisers
2 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
- 4514149
- Firm CRD
- 305446