Richard A Critelli
Investment adviser representative at Jaffe Tilchin Investment Partners, LLC
14 yearsExperience
1 stateRegistered in
$2.4BFirm assets
19 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Jaffe Tilchin Investment Partners, LLCMar 2024 to now
- Fifth Third BankApr 2019 to now
- Fifth Third SecuritiesApr 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2019
- Morgan Stanley Smith BarneyApr 2012 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
Jaffe Tilchin Investment Partners, LLC
$2.4BAssets managed
1,892Clients
37Advisers
19 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
- 5567453
- Firm CRD
- 143608