Alexander Sidney Albert
Investment adviser representative at Richmond Investment Services LLC
12 yearsExperience
1 stateRegistered in
$453.2MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Richmond Investment Services LLCMar 2025 to now
- LPL Financial D.B.A. Richmond Investment ServicesJun 2024 to now
- Unemployed/full-time StudentAug 2023 to Jun 2024
- Annex Wealth ManagementMay 2023 to Aug 2023
- Unemployed/full-time StudentAug 2022 to May 2023
- Harbor HouseMay 2022 to Aug 2022
- Unemployed/full-time StudentMar 2020 to May 2022
- Pizzeria PiccolaMay 2017 to May 2020
- UnemployedJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Richmond Investment Services LLC
$453.2MAssets managed
890Clients
14Advisers
2 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
- 7942017
- Firm CRD
- 327451