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David Scott Richmond

RICHMOND BROTHERS, INC.·JACKSON, Michigan
Series 7, Series 24, Series 63, Series 6517 years registeredRICHMOND BROTHERS, INC.
3568 WILDWOOD AVENUE, JACKSON, MI 49202CRD# 2256619Firm CRD# 158916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Richmond · JACKSON, MI
Registration
CRD #2256619 · RICHMOND BROTHERS, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

RICHMOND BROTHERS, INC.
Sep 2011 – present
SPC
Nov 2008 – Sep 2011
JACKSON, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 20, 2008
Years registered · 17
03

Disclosure History

2022Customer Dispute·Settled
2013Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RICHMOND BROTHERS, INC.
CRD 158916 · SEC 801-72736
AUM
$232M
Regulatory assets under management
Employees
18
2,092 client accounts
Services offered by RICHMOND BROTHERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RICHMOND BROTHERS, INC. →
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05

Frequently Asked Questions

What services does David Scott Richmond offer?
David Scott Richmond specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Michigan for a consultation.
What are David Scott Richmond's credentials?
David Scott Richmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Richmond located?
David Scott Richmond is based in JACKSON, Michigan, working with RICHMOND BROTHERS, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does David Scott Richmond charge for services?
David Scott Richmond'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 RICHMOND BROTHERS, INC.?
RICHMOND BROTHERS, INC. has approximately 18 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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CFP

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