David Scott Richmond
Investment adviser representative at Richmond Brothers, Inc.
15 yearsExperience
5 statesRegistered in
ChFC®Designation
$240.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Richmond Brothers, Inc.Sep 2011 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 5 states (FL, MI, NC, OH, TX).
Richmond Brothers, Inc.
$240.6MAssets managed
667Clients
4Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2256619
- Firm CRD
- 158916