Unclaimed Profile

Harold Guy Richardson

DEVONSHIRE ASSET MANAGEMENT, INC.·STONEHAM, Massachusetts

Clean record29 years registeredDEVONSHIRE ASSET MANAGEMENT, INC.

92 MONTVALE AVE., STONEHAM, MA 02180CRD# 4754390Firm CRD# 114966

Profile Verification

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

Identity

Harold Guy Richardson · STONEHAM, MA

Registration

CRD #4754390 · DEVONSHIRE ASSET MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DEVONSHIRE ASSET MANAGEMENT, INC.

DEVONSHIRE ASSET MANAGEMENT, INC.

Feb 2012 – Mar 2025

STONEHAM, MA

WINCHESTER FINANCIAL ADVISORS, LLC

Feb 1997 – Nov 2010

WINCHESTER, MA

Registrations & Exams

Registration record

First registered · February 22, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEVONSHIRE ASSET MANAGEMENT, INC.

CRD 114966 · SEC 801-71203

AUM

$54M

Regulatory assets under management

Employees

115 client accounts

Services offered by DEVONSHIRE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DEVONSHIRE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Harold Guy Richardson offer?

Harold Guy Richardson specializes in Financial Planning, Investment Management.

What are Harold Guy Richardson's credentials?

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

Where is Harold Guy Richardson located?

Harold Guy Richardson is based in STONEHAM, Massachusetts, last registered with DEVONSHIRE ASSET MANAGEMENT, INC..

How does Harold Guy Richardson charge for services?

Harold Guy Richardson'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 DEVONSHIRE ASSET MANAGEMENT, INC.?

DEVONSHIRE ASSET MANAGEMENT, INC. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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