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Edward Stuart Richter

Apella Wealth

Lenox, MA

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
CT RA APPROVED 2017-03-21
MA RA APPROVED 2017-03-20
  • TX RA
    APPROVED
    Since 2025-06-03
  • CT RA
    APPROVED
    Since 2017-03-21
  • MA RA
    APPROVED
    Since 2017-03-20

Branch Locations

5 Walker Street, Lenox, MA 01240 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arc Investment Planning & Management Inc Lenox MA 09/1999 03/2017
Ws Securities Incorporated Lenox MA 01/2001 03/2017
Apella Capital, Llc Glastonbury CT 10/2016 Present
Symmetry Partners, Llc Glastonbury CT 10/2016 02/2019
  • 09/1999 → 03/2017
    Arc Investment Planning & Management Inc
    Lenox, MA
  • 01/2001 → 03/2017
    Ws Securities Incorporated
    Lenox, MA
  • 10/2016 → Present
    Apella Capital, Llc
    Glastonbury, CT
  • 10/2016 → 02/2019
    Symmetry Partners, Llc
    Glastonbury, CT
Previous Registrations
  • 2017-03-20 → 2019-02-06
    Symmetry Partners
    Lenox, MA
    Glastonbury, CT
  • 2009-03-23 → 2017-03-02
    Ws Securities Inc
    Lenox, MA
  • 2004-09-28 → 2017-03-02
    Arc Investment Planning & Management Inc
    Lenox, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
Designations

View on SEC IAPD

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Other Offices

RENAISSANCE INVESTMENT GROUP, LLC · LENOX, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LENOX, MA
EDWARD JONES · LENOX, MA
COMMONWEALTH FINANCIAL NETWORK · Lee, MA
ST. GERMAIN INVESTMENT MANAGEMENT · Lee, MA
LPL FINANCIAL LLC · LEE, MA
LPL FINANCIAL LLC · PITTSFIELD, MA
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