Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Ronkonkoma, NY 11779-7600
Credentials
Series 63
Industry experience
28 years
Richard Cecchi is a financial advisor at Verity Asset Management with 28 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of a CPA practice and a longstanding role as National Secretary/Treasurer for the Workmen’s Benefit Fund. His career also includes positions at Planmember Securities Corporation and involvement with multiple entities under the Verity umbrella. Verity Asset Management is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate and institutional clients. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers both discretionary and non-discretionary advisory services.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
3075 Veterans Memorial Hwy, Ste 130
Ronkonkoma, NY 11779-7600
New York · Texas
The Leaders Group DBA Simplicity Investments
2025 - Present (1 year)
Verity Financial
2020 - Present (6 years)
Verity Asset Management
2020 - Present (6 years)
Verity Investments, Inc.
2020 - 2025 (5 years)
Brindisi & Cecchi
2017 - Present (9 years)
Planmember Securities Corporation
2014 - 2020 (6 years)
Mutual Inc.
2014 - 2020 (6 years)
Richard Cecchi CPA
2008 - Present (18 years)
Workmen's Benefit Fund
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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