Richard S Teitelbaum
Investment Adviser Representative at Amerity Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard S. Teitelbaum is an investment adviser representative with Amerity Wealth Management, LLC in Tampa, FL, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Blacktower Financial Management (US) LLC and Apollon Wealth Management, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual LIFE Insurance CompanyNov 2010 – Dec 2019Milwaukee, WI
- Northwestern Mutual Investment Services, LLCAug 2011 – Dec 2019Tampa, FL
- Northwestern Mutual Wealth Management CompanyJan 2016 – Dec 2019Milwaukee, WI
- Apollon Wealth Management, LLCJan 2020 – Jul 2023Tampa, FL
- Blacktower Financial Management (US LLCAug 2023 – Oct 2024Tampa, FL
- Amerity Wealth Management, LLCOct 2024 – no end date reportedTampa, FL
- Amerity Financial, LLCSep 2023 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Amerity Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Holistic wealth management, investment management, college savings planning, retirement planning strategies, international financial planning for expatriates, insurance and protection, and estate planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Lakeland, FL
- SEC file number:
- 801-127745
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
View full firm profileOther advisors at Amerity Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard S Teitelbaum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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