RICHARD A. STEBBINS CPA CFP

RICHARD A. STEBBINS CPA CFP is an SEC-registered investment adviser (CRD 123694). Regulatory assets under management: $13.1M.

Registration

• CRD: 123694
• Type: Registered investment adviser
• Phone: 2488407810
• Latest filing: 2026-07-07
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 123694 on SEC IAPD (source of record)
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