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Andrew Damien Richardt

THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, Massachusetts
Series 7, Series 63, Series 65Clean record20 years registeredTHOMPSON WEALTH MANAGEMENT, LTD.
30 MONUMENT SQUARE, CONCORD, MA 01742CRD# 2791051Firm CRD# 108313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Damien Richardt · CONCORD, MA
Registration
CRD #2791051 · THOMPSON WEALTH MANAGEMENT, LTD. · 20 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Jan 2022 – present
THOMPSON WEALTH MANAGEMENT, LTD.
May 2008 – Jan 2022
CONCORD, MA
THOMPSON WEALTH MANAGEMENT, LTD.
Feb 2006 – Apr 1994
CONCORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 1, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMPSON WEALTH MANAGEMENT, LTD.
CRD 108313 · SEC 801-39460
AUM
$310M
Regulatory assets under management
Employees
6
525 client accounts
Services offered by THOMPSON WEALTH MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOMPSON WEALTH MANAGEMENT, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Andrew Damien Richardt offer?
Andrew Damien Richardt specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Andrew Damien Richardt's credentials?
Andrew Damien Richardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Damien Richardt located?
Andrew Damien Richardt is based in CONCORD, Massachusetts, working with THOMPSON WEALTH MANAGEMENT, LTD.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Andrew Damien Richardt charge for services?
Andrew Damien Richardt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of client's net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON WEALTH MANAGEMENT, LTD.?
THOMPSON WEALTH MANAGEMENT, LTD. has approximately 6 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOMPSON WEALTH MANAGEMENT, LTD.

Bruce Price Thompson
CONCORD, MA

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