Stephanie Richardson, financial advisor Brentwood TN

Stephanie Richardson

CRD Number: 4426627
Current Firm: Prudent Street Financial Advisors, LLC

Stephanie Richardson (CRD# 4426627) is an Investment Advisor Representative working at Prudent Street Financial Advisors, LLC in Brentwood, TN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Prudent Street Financial Advisors LLC Nashville, TN Mar 2012 - Current 12
Triad Advisors, Inc. Norcross, GA Mar 2012 - Aug 2021 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for Stephanie C. Richardson
Phone Number: 615-523-0660
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $660,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MS, TN

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