Richard Jack
Meadowbrook Wealth Management · Garden City, New York
Richard Jack is a fee-only financial advisor at Meadowbrook Wealth Management in Garden City, New York. Richard charges a percentage of assets.
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Facts
| Firm | Meadowbrook Wealth Management |
|---|---|
| Based in | Garden City, New York |
| Fee model | Percentage of assets |
| Assets under management | $110.1M across 260 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4166546 |
| Exams passed | Series 63 (2000) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.meadowbrookwealth.com |
| Profile |
How Richard's firm compares
- Meadowbrook Wealth Management's average account is about $423,000, from its Form ADV (assets managed divided by 260 accounts).
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Questions about Richard
Is Richard Jack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Meadowbrook Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets.
Where is Richard Jack based?
Richard Jack is based in Garden City, New York.
Is Richard Jack registered with the SEC?
Yes. Richard Jack is registered as an investment adviser representative in NY (CRD 4166546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meadowbrook Wealth Management manage?
Meadowbrook Wealth Management reports $110.1M across 260 accounts in assets under management.
How do I contact Richard Jack?
Through Richard's website, www.meadowbrookwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Meadowbrook Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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