Richard A Dougherty
Investment adviser representative at Uniting Wealth Partners
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$934.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Uniting Wealth Partners, LLCJun 2025 to now
- Naviter Wealth, LLCApr 2023 to Jun 2025
- Cambridge Investment Research Advisors, Inc.Mar 2009 to Apr 2023
- Cambridge Investement Research, Inc.Jul 2008 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
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
- 5271824
- Firm CRD
- 332317