Richard S Teitelbaum
Investment adviser representative at Amerity Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Amerity Wealth Management, LLCOct 2024 to now
- Amerity Financial, LLCSep 2023 to now
- Blacktower Financial Management (us LLCAug 2023 to Oct 2024
- Apollon Wealth Management, LLCJan 2020 to Jul 2023
- Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2019
- Northwestern Mutual Investment Services, LLCAug 2011 to Dec 2019
- Northwestern Mutual Life Insurance CompanyNov 2010 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 4540928
- Firm CRD
- 322265