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Richard Godfrey

Steward Partners Investment Advisory, LLC

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About Richard Godfrey

Richard Godfrey is a financial advisor with Steward Partners Investment Advisory, LLC, located in Midlothian, VA. Richard has been in the industry since April 1993 and is registered with the state of Virginia and Texas. Richard holds Series 7, 63, and 65 licenses as well as the SIE exam. Richard offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Richard has previous experience with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Richard Godfrey is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Godfrey’s Registration & Firm History

VA

02/23/2018 - Present

Steward Partners Investment Advisory, LLC (Midlothian VA)

VA

02/22/2018 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)

VA

04/07/1993 - 02/23/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

IA

Issued 05/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard Godfrey. Review regulatory record here.
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