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Richard Balamucki, portrait

Richard Balamucki

Investment adviser representative at Cranbrook Wealth Management in Chapel Hill, NC

Investment adviser registrationUpdated

Richard Balamucki is an investment adviser representative at Cranbrook Wealth Management, LLC, an investment adviser managing $907M, and works from its Chapel Hill, NC office. Richard Balamucki has been registered through Cranbrook Wealth Management since 19 October 2010, has 16 years in the industry across 1 firm and has passed the Series 1, Series 7, Series 63 and Series 65.

16
Years in industry
16
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Richard Balamucki has been an investment adviser representative at Cranbrook Wealth Management since October 2010, and is not listed among the firm’s executive officers or direct owners. Richard Balamucki holds a BA from Michigan State University.

Cranbrook Wealth Management, LLC is a Bloomfield Hills, MI firm with $907M under management, 253 clients and 5 advisers across 3 offices, as of its March 2026 filing.

Richard E. Balamucki is a Consultant and the founder of Cranbrook Wealth Management. He started his own firm in 2004 after earlier work in comprehensive financial planning and fee-based asset management. He has extensive experience in asset management and complex estate and business succession planning, working with business owners, executives and retirees.

  1. – present · 16 years
    Chapel Hill, NC · Adviser representative · Firm CRD 132058

Credentials and registrations

Investment adviser representative registrations

Richard Balamucki is registered as an investment adviser representative in 2 states. The first approvals date from October 2010; the most recent is North Carolina, in January 2025.

  • MichiganSince 19 October 2010
  • North CarolinaSince 2 January 2025

Examinations

Series 6527 April 2004
Name
Uniform Investment Adviser Law Examination
Series 635 February 1992
Name
Uniform Securities Agent State Law Examination
Series 715 April 1989
Name
General Securities Representative Examination
Series 119 December 1977
Name
Registered Representative Examination

Key facts

Full name
Richard Edward Balamucki
CRD
847418
Firm
Cranbrook Wealth Management · CRD 132058
Office
Chapel Hill, NC
Registration
Investment adviser registration
In the industry since
October 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Richard Balamucki work?

Richard Balamucki is an investment adviser representative registered through Cranbrook Wealth Management, LLC since October 2010, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Richard Balamucki a financial advisor?

Yes. Richard Balamucki has a current investment-adviser registration in Michigan and North Carolina, through Cranbrook Wealth Management since October 2010.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Richard Balamucki have?

Richard Balamucki has 16 years in the financial industry, since October 2010, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Richard Balamucki passed?

Richard Balamucki has passed 4 licensing exams: the Series 1, Series 7, Series 63 and Series 65. The earliest, the Series 1, was passed in December 1977.

Source: IAPD individual record, checked 24 October 2026

Where is Richard Balamucki based?

Richard Balamucki’s registered office is in Chapel Hill, NC.

Source: IAPD individual record, checked 24 October 2026

Is Richard Balamucki registered with FINRA?

No. Richard Balamucki has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Richard Balamucki’s record?

Search CRD 847418 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Balamucki’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Cranbrook Wealth Management

Sources

  1. IAPD individual record, CRD 847418, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cranbrook Wealth Management, LLC, filed 23 March 2026. Executive officers and direct owners; this person is not among them.
  3. Cranbrook Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.