Unclaimed Profile

Brian Lawrence Richards

1623 CAPITAL LLC·ALEXANDRIA, Virginia

SIE, Series 7TO, Series 66Clean record5 years registered1623 CAPITAL LLC

2000 DUKE STREET, ALEXANDRIA, VA 22314CRD# 7296170Firm CRD# 299755

Profile Verification

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

Identity

Brian Lawrence Richards · ALEXANDRIA, VA

Registration

CRD #7296170 · 1623 CAPITAL LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1623 CAPITAL LLC

1623 CAPITAL LLC

Nov 2020 – Sep 2024

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · November 13, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1623 CAPITAL LLC

CRD 299755 · SEC 801-118435

AUM

$202M

Regulatory assets under management

Employees

4 client accounts

Services offered by 1623 CAPITAL LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at 1623 CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Brian Lawrence Richards offer?

Brian Lawrence Richards specializes in Retirement Planning.

What are Brian Lawrence Richards's credentials?

Brian Lawrence Richards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lawrence Richards located?

Brian Lawrence Richards is based in ALEXANDRIA, Virginia, last registered with 1623 CAPITAL LLC.

How does Brian Lawrence Richards charge for services?

Brian Lawrence Richards's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1623 CAPITAL LLC?

1623 CAPITAL LLC has approximately 4 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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