Andrew Morgan Richardson

Employer firm

Brighton Jones LLC CRD 108601

$18.9B regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 12/2019
  Dimensional Fund Advisors
  Santa Monica, CA
• 09/2016 → 06/2018
  Boston Private Financial Holdings
  Boston, MA
• 09/2015 → 09/2016
  Student
  Gettysburg, PA
• 01/2020 → 08/2022
  The Monument Group Wealth Advisors
  Concord, MA
• 01/2020 → 08/2022
  Monument Group Wealth Advisors
  Concord, MA
• 08/2022 → Present
  Brighton Jones
  Boston, MA

Previous Registrations

• 2020-02-12 → 2022-08-23
  Monument Group Wealth Advisors, Llc
  Concord, MA
• 2019-02-08 → 2019-12-17
  Dimensional Fund Advisors Lp
  Austin, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-12-28

Designations

• Certified Financial Planner

Other Names

• Andrew Richardson