RP
Richard P. Doleva & Associates Inc.
State-registered
Investment Adviser
CRD 127752
· East Longmeadow, MA
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ADV data as of Jan 21, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 264
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 226 | $0 | — |
| High net worth individuals | 38 | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Paul Doleva | Registered representative | Nov 2000 (26y) | ||
| Timothy Michael Giguere | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Other fees
- • PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SEI
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗