Laurence Boyd Richards
Investment adviser representative at Legacy Road Family Offices
15 yearsExperience
1 stateRegistered in
$117.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Legacy Road Family OfficesAug 2025 to now
- Legacy Road LLCJul 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Legacy Road Family Offices
Legal name: Legacy Road LLC
$117.2MAssets managed
4Clients
1Advisers
1 yearIn 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
- 5149386
- Firm CRD
- 337654