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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Portfolio Solutions, LLC 2 years, 1 month Sep 2015 - Oct 2017
Portfolio Solutions, LLC 7 months Feb 2015 - Sep 2015
Portfolio Solutions, LLC 2 years, 11 months Mar 2012 - Feb 2015
Portfolio Solutions, LLC 12 years, 8 months Jul 1999 - Mar 2012
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Richard Alan Ferri?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ferri Investment Solutions

Last updated on Feb. 28, 2019
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      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
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