Prudent Street Financial Advisors, LLC

Prudent Street Financial Advisors, LLC (CRD# 160436) is a financial advisory firm headquartered in Nashville, TN. They manage $216,698,458 in 223 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $971,742
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TN

Financial Advisors at Prudent Street Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David L. Richardson
CRD#: 2541402
2000 Glen Echo Road, Suite 101, Nashville, TN 37215
96
Wealthminder
score

David Richardson (CRD# 2541402) is an Investment Advisor Representative working at Prudent Street Financial Advisors, LLC in Nashville, TN and has over 22 years of experience in the finance industry. David Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephanie C. Richardson
CRD#: 4426627
2000 Glen Echo Road, Suite 101, Nashville, TN 37215
93
Wealthminder
score

Stephanie Richardson (CRD# 4426627) is an Investment Advisor Representative working at Prudent Street Financial Advisors, LLC in Nashville, TN and has over 13 years of experience in the finance industry.

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