Bepin Serraj
Investment adviser representative at Richard W. Paul & Associates, LLC
12 yearsExperience
1 stateRegistered in
$372.8MFirm assets
7 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Richard W. Paul & Associates, LLCMay 2018 to now
- Richard W. Paul & Associates, LLCMay 2017 to Aug 2017
- Albion CollegeMay 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Richard W. Paul & Associates, LLC
$372.8MAssets managed
674Clients
7Advisers
7 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
- 6973794
- Firm CRD
- 156812