SF
Steven R. Freeman
DAVENPORT & COMPANY LLC
Virginia Beach, VA 23452
Some features on this profile are disabled
CRD#: 1574425
SF
Professional summary
Steven Russell Freeman, CIMA®, CPWA®, who also goes by Steve Freeman, is a registered financial advisor currently at DAVENPORT & COMPANY LLC located in Virginia Beach, Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Steven has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Freeman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SURF BEACH CLUB POSITION: Treasurer NATURE: We maintain beach cabanas-I am on the board and the treasurer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2016 ADDRESS: 5704 Oceanfront Ave., Virginia Beach VA 23451 SF 7579 LLC Douglas County IL , United States owner - owns farm and Harvest Ridge Wind Farm. Non-investment related. Approximate # of hours/month you devote to this outside activity during non-business hours 0. To your knowledge, is this organization/company a client of the Firm? 0 SF 7579 LLC POSITION: Sole manager of the LLC NATURE: LLC that owns the farm and Harvest Ridge Wind Farm (same property-already listed in Reged) in Illinois. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2021 ADDRESS: , Douglas County IL , United States DESCRIPTION: authorize and execute decisions of the farm and wind farm Judeo Christian Outreach Center - not investment related - Board member- vote on organizational issues; fundraising -Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours- 0.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Russell Freeman's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Steven Russell Freeman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2008-10-22
Expire date: 2023-03-31
Experience
Current
August 3, 2021 - Present
DAVENPORT & COMPANY LLC
Office #1: Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452RIA
BD
CRD#: 1588
Virginia Beach, VA
Current
August 3, 2021 - Present
DAVENPORT & COMPANY LLC
Office #1: Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452RIA
BD
CRD#: 1588
Virginia Beach, VA
Past
February 17, 2021 - August 4, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ATLANTA, GA
Past
February 17, 2021 - August 4, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
VIRGINIA BEACH, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
May 5, 1999 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
VIRGINIA BEACH, VA
Past
November 7, 1994 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
VIRGINIA BEACH, VA
Past
September 23, 1994 - May 5, 1999
SCOTT & STRINGFELLOW, INC.
BD
CRD#: 3309
RICHMOND, VA
Past
October 22, 1986 - October 5, 1994
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/3/2021)
RR
Arkansas(5/23/2024)
RR
California(8/3/2021)
RR
Colorado(4/10/2024)
RR
District of Columbia(3/11/2025)
RR
Florida(8/3/2021)
RR
Georgia(8/3/2021)
RR
Illinois(8/3/2021)
RR
Indiana(8/3/2021)
RR
Maryland(8/3/2021)
RR
Massachusetts(8/3/2021)
RR
New Jersey(5/1/2023)
RR
New York(8/3/2021)
RR
North Carolina(8/3/2021)
IAR
North Carolina(8/3/2021)
RR
Ohio(9/12/2025)
RR
Pennsylvania(8/3/2021)
RR
Rhode Island(7/23/2025)
RR
South Carolina(8/3/2021)
RR
South Dakota(8/3/2021)
RR
Texas(8/3/2021)
IAR
Texas(11/7/2023)
RR
Utah(8/3/2021)
RR
Virginia(8/3/2021)
IAR
Virginia(8/3/2021)
RR
Wyoming(8/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219
Mailing Address
P.o. Box 85678, Richmond, VA 23285-5678
Phone number
(804) 780-2000
Established
Virginia since 01/31/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
507
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVA CORP. | MEMBER | |
| DAVENPORT & CO. OF VIRGINIA, INC | MEMBER | |
| DAVENPORT CORP. | MEMBER | |
| DAVENPORT IV, INC | MEMBER | |
| ACKERLY, JOHN PAUL IV | DIRECTOR | 2460550 |
| ALLBURN, SEAN JAMES | DIRECTOR | 2605269 |
| ANDERSON, DAVID CHARLES | DIRECTOR | 2312279 |
| BALLOWE, HYLAH BOYD | DIRECTOR | 2533434 |
| BARKSDALE, WILLIAM RANDOLPH IV | DIRECTOR | 720050 |
| BOLL, KEVIN GEORGE JR | DIRECTOR | 2881689 |
| BRIGULIO, JR., BRIAN MITCHELL | DIRECTOR | 4970410 |
| BROWN, EDWARD TRIGG JR | DIRECTOR | 850295 |
| CAPSHAW, WILLIAM D II | DIRECTOR | 5725314 |
| CASON, SHANE M | DIRECTOR | 4500533 |
| CHAPMAN, IRVING LEE IV | PRESIDENT, CEO, DIRECTOR | 2489697 |
| COLE, EDWARD FISCUS III | DIRECTOR | 4146443 |
| CRAWLEY, JAMES EDWARD | DIRECTOR | 1776949 |
| CROCKETT, HOLLY RAY | DIRECTOR | 1682414 |
| CROWDER, ALISON SANDERS | CHIEF COMPLIANCE OFFICER - IA | 6658906 |
| DAVENPORT FIVE, INC | MEMBER | |
| DOLAN, RICHARD EDWARD III | DIRECTOR | 2348347 |
| FERRELL, LEAVENWORTH MCGILL II | DIRECTOR | 4578007 |
| FRAM, FREDERICK GORDON | CHIEF ADMINISTRATIVE OFFICER, DIRECTOR, AML COMPLIANCE OFFICER | 1701062 |
| FREEMAN, STEVEN RUSSELL | DIRECTOR | 1574425 |
| GALLIHUGH, MAUREEN ANN | DIRECTOR | 1125521 |
| GANSMAN, JOHN ROBERT | DIRECTOR | 2382152 |
| GEHO, HARRISON MONCURE | DIRECTOR | 2361637 |
| GRAGNANI JR, ROBERT A | DIRECTOR | 5098764 |
| GREGORY, KENNETH STUART | DIRECTOR | 1160002 |
| HAMILTON, HARRY WAYNE III | DIRECTOR | 1345514 |
| HERSHEY, WILLIAM ROBERTSON BEVERLEY | DIRECTOR, CFO, FINOP AND PRINCIPAL FINANCIAL OFFICER | 2909345 |
| HOOPER, LUCY WILLIAMS | DIRECTOR | 733228 |
| KEHLENBECK, VIRGINIA WORTHAM | DIRECTOR | 4555885 |
| KOOCH, ROLAND MARION JR | DIRECTOR | 2382419 |
| LAUX, KYLE A | DIRECTOR | 4550086 |
| LOMBARD, JOSEPH ANTHONY III | DIRECTOR | 4013073 |
| MCELHANEY, JON TAYLOR | DIRECTOR | 2883725 |
| MIZELL, ROBERT FRANCIS | DIRECTOR | 1836694 |
| OMOHUNDRO, JEFFREY FLOYD | DIRECTOR | 2155707 |
| OWEN, RICHARD GAILLARD | DIRECTOR | 1197506 |
| PAUCKE, JOSEPH WALTER | DIRECTOR | 1208500 |
| PEARSON, CHRISTOPHER GLENN | DIRECTOR | 4979730 |
| PISCITELLI, JOHN ANTHONY | DIRECTOR | 1359023 |
| POSNER, DAVID JOSEPH | DIRECTOR | 6134514 |
| PRICE, THOMAS WINSTON | DIRECTOR | 2895319 |
| PRILLAMAN, GRAYSON BISHOP | DIRECTOR | 2707727 |
| REUSS, PETER LAWRENCE | DIRECTOR | 2681772 |
| RICHMOND, ANN MINORNUCKOLS | DIRECTOR, TREASURER, AND PRINCIPAL OPERATIONS OFFICER | 2144754 |
| ROGERS, COURTNEY EDWARD | DIRECTOR | 2237168 |
| ROSE, DAVID PETER | DIRECTOR | 1288846 |
| RULLMAN, NATHANIEL H | DIRECTOR | 5897465 |
| SANDERSON, JAMES EDWARD | DIRECTOR | 4886781 |
| SEVERT, TAMMY RENE | DIRECTOR | 3020053 |
| SMITH, GEORGE LEVIN | DIRECTOR | 2988110 |
| STRATTON, JONATHAN AUBREY | CHIEF COMPLIANCE OFFICER-BD | 4808131 |
| SULANKE, GEOFFREY ADAM | DIRECTOR | 4808910 |
| TAYLOR, TIMOTHY STEWART | DIRECTOR | 1492229 |
| TERZIMEHIC, EDIN NMN | ROSFP | 4634023 |
| TRICE, FRANKLIN ALEXANDER | DIRECTOR | 2219809 |
| VALENTINE, EUGENE MASSIE JR | DIRECTOR | 1072110 |
| VALENTINE, HENRY LEE III | DIRECTOR | 1137054 |
| WAGNER, ARIC NORMAN | DIRECTOR | 2267313 |
| WATSON, BRADLEY LAWRENCE | DIRECTOR | 2415210 |
| WELLFORD JR, TEN EYCK THOMPSON | DIRECTOR | 4985143 |
| WORTHAM, COLEMAN III | CHAIRMAN, DIRECTOR | 472921 |
| YOUNG, ARMISTEAD C IV | DIRECTOR | 2444107 |
Regulatory assets under management
| Total Number of Accounts | 22,591 |
| AUM (Assets Under Management) | $ 22,474,315,624 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/22/2025 | ||
| 09/25/2023 | ||
| 01/10/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
