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Robert Byron Richardson

Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Mach1 Soccer ClubFeb 2026 to now
  2. Raymond James & Associates, Inc.Aug 2021 to now
  3. Morgan Stanley Private Bank, N.A.Jan 2015 to now
  4. Morgan StanleyJul 2013 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (RI, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
5252670
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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