AdvisorOS Directory
Claim Profile
Unclaimed Profile
EP

Edward Michael Pitts

RICHARDSON FINANCIAL SERVICES INC.·MEDWAY, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record20 years registeredRICHARDSON FINANCIAL SERVICES INC.
165 VILLAGE ST, MEDWAY, MA 02053CRD# 2394485Firm CRD# 130715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Michael Pitts · MEDWAY, MA
Registration
CRD #2394485 · RICHARDSON FINANCIAL SERVICES INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

RICHARDSON FINANCIAL SERVICES
Aug 2020 – present
EDWARD JONES
Dec 2019 – Jan 2020
ANDOVER, MA
ADVICE AND PLANNING SERVICES
Jun 2006 – May 2019
WALTHAM, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · June 19, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RICHARDSON FINANCIAL SERVICES INC.
CRD 130715 · SEC 801-119439
AUM
$180M
Regulatory assets under management
Employees
5
834 client accounts
Services offered by RICHARDSON FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RICHARDSON FINANCIAL SERVICES INC. →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MEDWAY?

Browse all registered financial advisors in MEDWAY, Massachusetts or claim this profile if it's yours.

Browse MEDWAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Michael Pitts offer?
Edward Michael Pitts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEDWAY, Massachusetts for a consultation.
What are Edward Michael Pitts's credentials?
Edward Michael Pitts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Edward Michael Pitts located?
Edward Michael Pitts is based in MEDWAY, Massachusetts, working with RICHARDSON FINANCIAL SERVICES INC.. Their office serves clients in the MEDWAY metropolitan area and surrounding communities.
How does Edward Michael Pitts charge for services?
Edward Michael Pitts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHARDSON FINANCIAL SERVICES INC.?
RICHARDSON FINANCIAL SERVICES INC. has approximately 5 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RICHARDSON FINANCIAL SERVICES INC.

Steven Michael Richardson
MEDWAY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile