Richard Lederer has been CIO, CEO, CHM of Lederer & Associates Investment Counsel since January 1986, is a control person of the firm and directly owns under 5% of it. Richard Lederer holds a Bachelor of Science in Business Administration from the University of Southern California. Richard Lederer studied at San Diego State University.
Lederer & Associates Investment Counsel is a Long Beach, CA firm with $244M under management, 137 clients and 2 advisers in one office, as of its December 2025 filing.
Richard Lederer is President and Chief Investment Officer of Lederer & Associates Investment Counsel, which he co-founded in 1986. He was previously Vice President of Winrich Capital Management and Senior Investment Officer of Security Pacific National Bank. He has more than 45 years of investment management experience.
- – present · 39 yearsLong Beach, CA · Adviser representative · Firm CRD 110376
Investment adviser representative registrations
Richard Lederer is registered as an investment adviser representative in California, since August 1987.
- CaliforniaSince 17 August 1987
Examinations
No examinations are on Richard Lederer’s record.
- Full name
- Richard Allen Lederer
- CRD
- 4383533
- Firm
- Lederer & Associates Investment Counsel · CRD 110376
- Role
- CIO, CEO, CHM
- Office
- 5305 EAST 2ND STREET, SUITE 201, Long Beach, CA 90803-5317
- Registration
- Investment adviser registration
- In the industry since
- August 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lederer-associates.com
Where does Richard Lederer work?
Richard Lederer has been CIO, CEO, CHM of Lederer & Associates Investment Counsel since January 1986, and is a control person of the firm.
Is Richard Lederer a financial advisor?
Yes. Richard Lederer has a current investment-adviser registration in California, through Lederer & Associates Investment Counsel since August 1987.
How many years of experience does Richard Lederer have?
Richard Lederer has 39 years in the financial industry, since August 1987, across 1 adviser firm.
Where is Richard Lederer based?
Richard Lederer’s registered office is in Long Beach, CA.
Is Richard Lederer registered with FINRA?
No. Richard Lederer has no current broker registration.
How can I verify Richard Lederer’s record?
Search CRD 4383533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Lederer’s full registration record.
