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Richard Edward Gledhill

Fidelity Distributors Co. LLC

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About Richard Edward Gledhill

Richard Gledhill is a financial advisor with over 20 years of experience in the financial services industry. Richard currently works at Fidelity Distributors Co. Llc, based out of WESTLAKE, TX. Previously, Richard has held positions at PATRICK CAPITAL MARKETS, LLC, CONCORDE INVESTMENT SERVICES, LLC, CEROS FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY DW INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. Richard is licensed to provide investment advice in 52 states. Richard holds FINRA Series 3, 7, 9, 10, 31, 63 and 65 securities licenses.

Firm Information

Richard Gledhill is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Richard Gledhill’s Registration & Firm History

TX

02/23/2022 - Present

Fidelity Distributors Co. LLC (WESTLAKE TX)

CA

08/12/2020 - 01/12/2022

PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)

TX

02/12/2020 - 08/11/2020

CONCORDE INVESTMENT SERVICES, LLC (Fort Worth TX)

MD

10/16/2018 - 12/13/2019

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

NY

07/15/2008 - 03/01/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/20/1997 - 05/25/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

10/24/1995 - 06/19/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/24/1995 - 06/19/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/10/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 10/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Edward Gledhill. Review regulatory record here.
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