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Richard Murphy Morrison

Prime Buchholz LLC

Portsmouth, NH

Boston, MA

CRD 2543934

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Employer firm

Prime Buchholz LLC CRD 106455

$14.1B regulatory AUM 158 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS

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

Current Employers
Prime Buchholz Llc

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-31
  • TX RA
    APPROVED_RES
    Since 2023-03-31

Branch Locations

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • United States

99 High Street 22Nd Floor, Boston, MA 02109 • 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
Prime Buchholz Llc Portsmouth NH 03/2004 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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