Richard A Finelli
Investment adviser representative at Graney& King, LLC
39 yearsExperience
1 stateRegistered in
$484.4MFirm assets
4 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
39 years in the industry.
- Graney & King, LLCOct 2006 to now
- LPL Financial, LLCOct 2006 to now
- Linsco/private Ledger CorpMay 2006 to now
- Richard A Finelli, Cpa, PcAug 1987 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Graney& King, LLC
Legal name: Graney & King, LLC
$484.4MAssets managed
791Clients
4Advisers
4 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
- 5146866
- Firm CRD
- 126461