KP
Kristina A. Palangi
DAVENPORT & COMPANY LLC
Richmond, VA 23219
Some features on this profile are disabled
CRD#: 5305049
KP
Professional summary
Kristina Adelaide Palangi, CFP®, ChFC®, who also goes by Kristina A Palangi, Kristina Palangi, is a registered financial advisor currently at DAVENPORT & COMPANY LLC located in Richmond, Virginia.
Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kristina has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina A Palangi | Kristina Palangi
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.
Lakeside Park Country Club - 1700 Lakeside Avenue Richmond, VA - Country Club -not investment related - Finance Committee member- strategic planning committee and finance committee for the country club, will not be handling any of the funds just approving budgets. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Adelaide Palangi's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kristina Adelaide Palangi'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®
Experience
Current
February 26, 2025 - Present
DAVENPORT & COMPANY LLC
Office #1: One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219RIA
BD
CRD#: 1588
Richmond, VA
Current
February 24, 2025 - Present
DAVENPORT & COMPANY LLC
Office #1: One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219RIA
BD
CRD#: 1588
Richmond, VA
Past
February 17, 2021 - February 21, 2025
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
BIRMINGHAM, AL
Past
February 17, 2021 - February 21, 2025
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
BIRMINGHAM, AL
Past
April 5, 2019 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
April 5, 2019 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
August 6, 2015 - April 8, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BIRMINGHAM, AL
Past
August 6, 2015 - April 8, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BIRMINGHAM, AL
Past
May 13, 2014 - July 13, 2015
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
BIRMINGHAM, AL
Past
December 10, 2013 - July 13, 2015
STERNE, AGEE & LEACH, INC.
BD
CRD#: 791
BIRMINGHAM, AL
Past
September 21, 2012 - December 17, 2013
MORGAN STANLEY
RIA
CRD#: 149777
BETHESDA, MD
Past
September 21, 2012 - December 17, 2013
MORGAN STANLEY
BD
CRD#: 149777
BETHESDA, MD
Past
September 21, 2011 - July 23, 2012
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
BETHESDA, MD
Past
September 16, 2011 - July 23, 2012
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
BETHESDA, MD
Past
September 9, 2010 - September 27, 2011
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BETHESDA, MD
Past
May 29, 2008 - September 27, 2011
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BOSTON, MA
Past
April 9, 2008 - May 28, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RICHMOND, VA
Past
November 28, 2007 - May 28, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RICHMOND, VA
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
Alabama(2/24/2025)
RR
Arizona(5/9/2025)
RR
Arkansas(2/24/2025)
RR
California(2/24/2025)
RR
Colorado(2/24/2025)
RR
Connecticut(5/12/2025)
RR
District of Columbia(2/24/2025)
RR
Florida(2/24/2025)
RR
Georgia(2/24/2025)
RR
Hawaii(2/26/2025)
RR
Idaho(5/9/2025)
RR
Illinois(2/24/2025)
RR
Indiana(2/24/2025)
RR
Kansas(2/24/2025)
RR
Kentucky(2/24/2025)
RR
Louisiana(2/24/2025)
RR
Maine(5/12/2025)
RR
Maryland(2/24/2025)
RR
Michigan(5/28/2025)
RR
Minnesota(5/9/2025)
RR
Mississippi(2/24/2025)
RR
Missouri(2/24/2025)
RR
Montana(2/24/2025)
RR
Nevada(2/24/2025)
RR
New Hampshire(2/24/2025)
RR
New Jersey(2/24/2025)
RR
New Mexico(2/24/2025)
RR
New York(2/24/2025)
RR
North Carolina(2/24/2025)
RR
Ohio(2/24/2025)
RR
Oklahoma(2/24/2025)
RR
Oregon(6/4/2025)
RR
Pennsylvania(2/24/2025)
RR
South Carolina(2/24/2025)
RR
South Dakota(3/4/2025)
RR
Tennessee(2/24/2025)
RR
Texas(2/24/2025)
RR
Utah(2/24/2025)
RR
Vermont(5/9/2025)
RR
Virginia(2/24/2025)
IAR
Virginia(2/26/2025)
RR
Washington(2/24/2025)
RR
West Virginia(2/24/2025)
RR
Wisconsin(2/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
DAVENPORT & COMPANY LLC
CRD#: 1588Richmond, VA 23219TRUST BUT VERIFY
Monitor Kristina Palangi
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
