Richard Alexander Friedland
Investment adviser representative at Threadline Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm 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 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
14 years in the industry.
- Moss Adams Wealth AdvisorsOct 2015 to now
- Threadline WealthJun 2014 to now
- Moss Adams Securities & Insurance LLCMay 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
$5.8BAssets managed
1,246Clients
22Advisers
25 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
- 5651010
- Firm CRD
- 108917