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Richard S
Series 63, Series 65
Fairless Hills, PA
Capital Analysts
Richard Suro is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Questar Asset Management, as well as operating his own firm, Richard T Suro Associates, Inc., since 2001. Additionally, he is involved as a real estate referral agent for New Jersey buyers and sellers. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary mutual fund screening.
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