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RD

Richard H. De Villiers

INVESTEC SECURITIES (US) LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 6912977
RD

Professional summary


Richard Hugh De Villiers, who also goes by Richard De VIlliers, is a registered financial professional currently at INVESTEC SECURITIES (US) LLC located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2018. Richard has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard De Villiers

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) - BD


Click below to view Richard Hugh De Villiers'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

June 26, 2025 - Present

INVESTEC SECURITIES (US) LLC

Office #1: 10 East 53rd Street 22nd Floor, New York, NY 10022
BD
CRD#: 138421
New York, NY
Past

August 21, 2024 - June 16, 2025

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
New York, NY
Past

November 18, 2022 - June 16, 2025

SVB WEALTH

RIA
CRD#: 172832
New York, NY
Past

November 29, 2021 - November 21, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
New York, NY
Past

October 1, 2019 - November 21, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
New York, NY
Past

March 8, 2018 - May 14, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Chicago, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(6/26/2025)
RR
Ohio
(6/30/2025)
RR
Texas
(6/26/2025)
RR
Virginia
(6/26/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/29/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IS
INVESTEC SECURITIES (US) LLC
INVESTEC SECURITIES (US) LLC

CRD#: 138421 / SEC#: , 8-67162

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
10 East 53rd Street 22nd Floor, New York, NY 10022
Mailing Address
10 East 53rd Street 22nd Floor, New York, NY 10022
Phone number
(212) 259-5609
Established
Delaware since 09/14/2005
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INVESTEC USA HOLDINGS CORP.SOLE MEMBER
GREEN, JONATHAN EVANGENERAL COUNSEL, MANAGER AND DIRECTOR7964267
HADZIC, EMINACHIEF COMPLIANCE OFFICER (08/2025), CORPORATE SECRETARY (05/2022)6316232
NAROV, STEVECHIEF FINANCIAL OFFICER, FINOP, PFO, POO, BRANCH OFFICE MANAGER AND GENERAL SECURITIES PRINCIPAL3060331
ROSENBLUM, SCOTT S.NON-EMPLOYEE DIRECTOR4251370
SUMNER, NOEL JUSTINNON-EMPLOYEE DIRECTOR7448843
VAN DER WALT, MARLENON-EMPLOYEE DIRECTOR7694588

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


INVESTEC SECURITIES (US) LLC

CRD#: 138421New York, NY 10022

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