Richard P. Doleva & Associates

Public-record details

Address

180 Denslow Rd, Suite 7, East Longmeadow, MA 01028

Phone

(413) 525-0151

Listed under

Financial planning, Hourly fees

Legal name

Richard P. Doleva & Associates INC.

CRD number

127752

Registration

State registered: CT, FL, MA

Compensation (Form ADV 5.E)

Hourly charges; Other (Percentage of Assets Under Management by Sei)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Clients reported (Form ADV 5.D)

264

Individual / high-net-worth clients

226 / 38

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-21

State registered (CT, FL, MA) investment adviser, CRD 127752, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 127752 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.