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Richard Scott Winer is a financial advisor professional located in Fulton, MD. They specialize in financial advisory.
Richard Scott Winer - Steelpeak Wealth, Llc holds an active professional license (FINRA CRD) for your protection.
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Richard Scott Winer operates Steelpeak Wealth, LLC, a financial advisory firm based in Fulton, Maryland. As a financial advisor, Winer works with clients on wealth management and financial planning matters. The business is registered with FINRA under CRD license number 2317830, which provides regulatory oversight of the firm's operations and client interactions in the financial services industry.
Richard Scott Winer holds a FINRA CRD (Central Registration Depository) license, which is the primary regulatory credential for financial advisors and securities professionals in the United States. FINRA, the Financial Industry Regulatory Authority, oversees and registers individuals who sell securities or provide investment advice. This license indicates that Winer has met registration requirements and is subject to FINRA's regulatory oversight, compliance rules, and ongoing continuing education standards. It signals that the advisor operates under federal securities regulations designed to protect clients.