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Michael Sunderland Beall

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
SIE, Series 5, Series 7, Series 15, Series 16, Series 24, Series 63, Series 65CFAClean record29 years registeredDAVENPORT & COMPANY LLC
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 707266Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Sunderland Beall · RICHMOND, VA
Registration
CRD #707266 · DAVENPORT & COMPANY LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

DAVENPORT & COMPANY LLC
Jan 1997 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 5
Series 7
Series 15
Series 16
Series 24
Series 63
Series 65
Registration record
First registered · January 16, 1997
Years registered · 29
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVENPORT & COMPANY LLC
CRD 1588 · SEC 801-13057
AUM
$19.3B
Regulatory assets under management
Employees
494
20,878 client accounts
Services offered by DAVENPORT & COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at DAVENPORT & COMPANY LLC →
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05

Frequently Asked Questions

What services does Michael Sunderland Beall offer?
Michael Sunderland Beall specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Michael Sunderland Beall's credentials?
Michael Sunderland Beall holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Sunderland Beall located?
Michael Sunderland Beall is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Michael Sunderland Beall charge for services?
Michael Sunderland Beall's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVENPORT & COMPANY LLC?
DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAVENPORT & COMPANY LLC

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RICHMOND, VA
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RICHMOND, VA
Coleman Iii Wortham
RICHMOND, VA
David Charles Anderson
RICHMOND, VA
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Research
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