Richard George Elias
Investment adviser representative at Market Street Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$837MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- USA Financial SecuritiesJun 2022 to now
- Market Street Wealth ManagementApr 2022 to now
- Rodgers & Associates, LtdMay 2019 to Apr 2022
- Merrill LynchOct 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Market Street Wealth Management
Legal name: Market Street Wealth Management, LLC
$837MAssets managed
1,052Clients
12Advisers
11 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
- 5662607
- Firm CRD
- 155157