RICHARDSON WEALTH (USA) LIMITED of TORONTO, ONTARIO is an SEC-registered investment adviser (CRD 166090). Regulatory assets under management: $243.9M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Benjamin Rodney Finney | CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, & CHIEF COMPLIANCE OFFICER | — |
| Krista Gail Joanne Coburn | CORPORATE SECRETARY | — |
| David James Kelly | PRESIDENT | — |
| Syeda Ayeza Ahmed | CHIEF FINANCIAL OFFICER | — |
| Sarah Widmeyer | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER | — |
| PURCELL BRADLEY JAMES | DIRECTOR | — |
| MARSH ANDREW JOHN | CHIEF EXECUTIVE OFFICER; DIRECTOR AND CHIEF EXECUTIVE OFFICER | — |
| MUCHNIK ELLIOT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND SECRETARY; DIRECTOR AND SECRETARY (+1 more) | — |
| SAMPSON DALE PATRICK | CHIEF COMPLIANCE OFFICER | — |
| BOWERING DANIEL DAVID | CHIEF COMPLIANCE OFFICER; DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| LEXOVSKY JAMES THOMAS | CHIEF FINANCIAL OFFICER | — |
| Adair Paul Curtin | CHIEF COMPLIANCE OFFICER | — |
| Stennett Scott | DIRECTOR | — |
| FINNEY BENJAMIN RODNEY | CHIEF COMPLIANCE OFFICER | — |
| Wilson Timothy | DIRECTOR; DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Widmeyer Sarah | DIRECTOR; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |