Unclaimed Profile

David Wayne Richardson

CLEARWATER ADVISORS, LLC·BOISE, Idaho

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record19 years registeredCLEARWATER ADVISORS, LLC

950 W. BANNOCK ST., BOISE, ID 83702CRD# 4243552Firm CRD# 116865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wayne Richardson · BOISE, ID

Registration

CRD #4243552 · CLEARWATER ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARWATER ADVISORS, LLC

RBC CAPITAL MARKETS, LLC

May 2021 – Sep 2022

EAGLE, ID

INVESCO MANAGED ACCOUNTS, LLC

Mar 2015 – May 2021

MERIDIAN, ID

CLEARWATER ADVISORS, LLC

Jun 2007 – Feb 2015

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · June 20, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

CRD 116865 · SEC 801-60686

AUM

$3.8B

Regulatory assets under management

Employees

78 client accounts

Services offered by CLEARWATER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CLEARWATER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Wayne Richardson offer?

David Wayne Richardson specializes in Investment Management, Wealth Management.

What are David Wayne Richardson's credentials?

David Wayne Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wayne Richardson located?

David Wayne Richardson is based in BOISE, Idaho, last registered with CLEARWATER ADVISORS, LLC.

How does David Wayne Richardson charge for services?

David Wayne Richardson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARWATER ADVISORS, LLC?

CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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