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RICHARD A. STEBBINS CPA CFP CMFC

RICHARD A. STEBBINS

CRD 123694

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$13.1M

Discretionary AUM

$13.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-06-11

Disciplinary history

No

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$13.1M

Official SEC filing: View on IAPD