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Ross William Richardson

Apella Wealth

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About Ross William Richardson

Ross William Richardson is a financial advisor and a Certified Financial Planner. He is registered as an Investment Advisor Representative with Apella Wealth and has been in the industry since 1988. Ross's experience spans multiple firms, including SII Investments, Inc., Royal Alliance Associates, Inc. and SunAmerica Securities, Inc. Ross has a wide range of experience in the financial services industry, and he is dedicated to providing his clients with personalized financial advice. Ross is also an instructor for Dobbs Education, LLC, which provides coursework for Yale School of Management's Certified Private Wealth Advisor Certification program.

Firm Information

Ross Richardson is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Ross Richardson’s Registration & Firm History

TX

10/10/2024 - Present

Apella Wealth (Tomball TX)

WI

01/05/2001 - 05/07/2003

SII INVESTMENTS, INC. (APPLETON WI)

NA

02/26/1993 - 02/14/1995

ROYAL ALLIANCE ASSOCIATES, INC.

NA

01/14/1991 - 02/26/1993

SUNAMERICA SECURITIES, INC.

NA

01/12/1990 - 01/22/1991

ASSOCIATED PLANNERS SECURITIES CORPORATION

NA

11/19/1989 - 01/30/1990

ROYAL ALLIANCE ASSOCIATES, INC.

NA

05/25/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BOTH

Issued 02/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross William Richardson.
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