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George W. Richerson

SOUTHBRIDGE ADVISORS
Marieta, GA 30068
Some features on this profile are disabled
CRD#: 5387482
GR

Professional summary

George Wayne Richerson, who also goes by George W Richerson, George W. Richerson, is a registered financial advisor currently at SOUTHBRIDGE ADVISORS, LLC located in Marieta, Georgia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. George has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

George W Richerson | George W. Richerson

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.
1)MCMILLIAN & ASSOCIATES;NON-INVESTMENT RELATED;206 VILLAGE DR,LAGRANGE,GA 30240;STATE AND FEDERAL TAX CREDITS;REFERRAL ARRANGEMENT;10/1/2013;1 HR/MONTH;0 HRS DURING TRADING;REFER POTENTIAL CLIENTS/BUSINESS TO MCMILLIAN FOR ELIGIBLE TAX CREDITS 2) LICENSED INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS APPROX. 10 HOURS PER MONTH. 3)Teton Capital Advisors,LLC;not investment related;4045 Orchard Road SE,Suite 200,Smyrna,GA 30080;LLC formed through which expenses may be run;member;5/2011;200 hrs/month;6.5 hrs during trading;member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Wayne Richerson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 13, 2019 - Present

SOUTHBRIDGE ADVISORS, LLC

Office #1: 533 Johnson Ferry Road Suite 200, Marieta, GA 30068
RIA
CRD#: 306075
Marieta, GA
Past

September 17, 2013 - March 26, 2020

SOUTHBRIDGE

RIA
CRD#: 119040
MARRIETTA, GA
Past

June 24, 2011 - February 6, 2013

SOUTHBRIDGE

RIA
CRD#: 119040
SMYRNA, GA
Past

May 27, 2011 - December 13, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
SMYRNA, GA
Past

June 11, 2008 - June 1, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

June 9, 2008 - June 1, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

September 26, 2007 - November 29, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ATLANTA, GA
Past

September 6, 2007 - November 29, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ATLANTA, GA

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".
SA
SOUTHBRIDGE ADVISORS, LLC
SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA
Registered Investment Advisory firm - (12/12/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2007
General Securities Representative Examination

Current Firm

SA
SOUTHBRIDGE ADVISORS, LLC
SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA
Registered Investment Advisory firm - (12/12/2019 Approved)
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Contact information

Main Address
533 Johnson Ferry Road Suite 200, Marieta, GA 30068
Mailing Address
Phone number
(866) 797-8693
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (3/30/2025)
FORM ADV PART 2A - FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts610
AUM (Assets Under Management)$ 349,736,637

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

SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075Marieta, GA 30068

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