Richard Estep Hall
Investment adviser representative at Bourgeon Capital Management LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bourgeon Capital Management, LLCJul 2024 to now
- UnemployedMar 2024 to Jul 2024
- UBS Financial Services Inc.Dec 2017 to Mar 2024
- UnemployedSep 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Bourgeon Capital Management LLC
$1.3BAssets managed
315Clients
3Advisers
27 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
- 6659326
- Firm CRD
- 108054