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Christopher Will Cosby

Christopher W. Cosby

HERMITAGE WEALTH
RICHMOND, VA 23233
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CRD#: 5879069
Christopher Will Cosby

Professional summary

Christopher Will Cosby, CFP® is a registered financial advisor currently at HERMITAGE WEALTH located in Richmond, Virginia and OSAIC WEALTH, INC. located in Henrico, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Will Cosby'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

October 8, 2025 - Present

HERMITAGE WEALTH

Office #1: 3761 Westerre Parkway Suite G, Richmond, VA 23233
RIA
CRD#: 333235
RICHMOND, VA
Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 3761 Westerre Pkwy Suite G, Henrico, VA 23233Office #2: 3741 Westerre Pkwy Ste C, Richmond, VA 23233
RIA
BD
CRD#: 23131
Henrico, VA
Past

November 2, 2018 - October 9, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

September 24, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
HENRICO, VA
Past

January 25, 2013 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
HENRICO, VA
Past

March 8, 2011 - October 8, 2012

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
HENRICO, 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".
HW
HERMITAGE WEALTH
HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA
Registered Investment Advisory firm - (9/30/2025 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.
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
(8/15/2025)
RR
California
(5/7/2020)
RR
Colorado
(4/16/2025)
RR
Florida
(3/3/2022)
RR
Illinois
(8/15/2025)
RR
Iowa
(8/15/2025)
RR
Kentucky
(8/15/2025)
RR
Louisiana
(8/15/2025)
RR
Maryland
(8/15/2025)
RR
Michigan
(8/15/2025)
RR
Missouri
(8/15/2025)
RR
Montana
(8/15/2025)
RR
New Jersey
(6/14/2021)
RR
New York
(7/20/2022)
RR
North Carolina
(11/2/2018)
RR
Oklahoma
(8/15/2025)
RR
Oregon
(8/15/2025)
RR
Pennsylvania
(11/27/2019)
RR
South Carolina
(8/24/2020)
RR
Tennessee
(8/18/2025)
RR
Texas
(7/13/2020)
RR
Utah
(8/4/2025)
RR
Vermont
(8/15/2025)
RR
Virginia
(11/2/2018)
IAR
Virginia
(10/8/2025)
RR
West Virginia
(11/2/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/11/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/18/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/24/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/7/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HW
HERMITAGE WEALTH
HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA
Registered Investment Advisory firm - (9/30/2025 Approved)
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Contact information

Main Address
3761 Westerre Parkway Suite G, Richmond, VA 23233
Mailing Address
Phone number
(804) 270-7877
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 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

ADV PART 2A - DISCLOSURE BROCHURE (8/26/2025)
0

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

HERMITAGE WEALTH

CRD#: 333235Richmond, VA 23233

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