Roy A. Runyon

RIVER CRESCENT ADVISORS

SUFFOLK, VA 23434

Some features on this profile are disabled

CRD#: 7220243

Professional summary

Roy Aldon Runyon III, who also goes by Chip Runyon, is a registered financial advisor currently at RIVER CRESCENT ADVISORS, LLC located in Suffolk, Virginia.

Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Roy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chip Runyon

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) Nansemond-Suffolk Academy Board of Trustees; Not investment-related; 3373 Pruden Blvd, Suffolk, VA 23434; Independent School; Board Member; 07/01/2024; 3 hours per month; 0 during trading hours; Provide strategic vision, mission, and policies for the school 2) River Crescent Holdings LLC; Not investment-related; Home address; Holding company; Owner; 11/5/2024; 5 hours per month; 0 during trading hours; Owner and manager of the holding company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roy Aldon Runyon III'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

April 1, 2025 - Present

RIVER CRESCENT ADVISORS, LLC

Office #1: 800 W Riverview Drive, Suffolk, VA 23434

RIA

CRD#: 334629

SUFFOLK, VA

Past

January 21, 2020 - March 31, 2025

BEACON HARBOR WEALTH ADVISORS

RIA

CRD#: 300243

VIRGINIA BEACH, 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".

RIVER CRESCENT ADVISORS, LLC

CRD#: 334629 / SEC#: 801-132065

RIA

Registered Investment Advisory firm - (3/3/2025 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.

Highlighted states indicate IAR registrations

IAR

Virginia
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/10/2020

Uniform Investment Adviser Law Examination

Current Firm

RIVER CRESCENT ADVISORS, LLC

CRD#: 334629 / SEC#: 801-132065

RIA

Registered Investment Advisory firm - (3/3/2025 Approved)

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

800 W Riverview Drive, Suffolk, VA 23434

Mailing Address

Phone number

(757) 651-9305

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVER CRESCENT ADVISORS, LLC DISCLOSURE BROCHURE (8/18/2025)

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 122,675,074

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.

Similar Advisors

Kevin Suszko

WORLD INVESTMENT ADVISORS, LLC

IAR

FORT LAUDERDALE, FL

Larry Knisley

OSAIC WEALTH, INC.

IAR

Portland, OR

Anthony Hicks

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAR

Carson, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Roy A. Runyon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roy Aldon Runyon III's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVER CRESCENT ADVISORS, LLC

BEACON HARBOR WEALTH ADVISORS

Primary Firm SEC Registration

RIVER CRESCENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2020

Current Firm

RIVER CRESCENT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVER CRESCENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors