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Richard Kyle Baxter

Alpha Architect

Newtown Square, PA

CRD 6742546

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Employer firm

Alpha Architect CRD 153905

$13.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • QUANTITATIVE INDEX LICENSING, ETF SERVICING

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

Current Employers
Alpha Architect

Suite 150 3803 West Chester Pike, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-01-17
  • PA RA
    APPROVED
    Since 2017-01-17

Branch Locations

Suite 150 3803 West Chester Pike, Newtown Square, PA 19073 • 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
Baruch College New York NY 10/2015 12/2016
Alpha Architect Newtown Square PA 01/2017 Present
  • 10/2015 → 12/2016
    Baruch College
    New York, NY
  • 01/2017 → Present
    Alpha Architect
    Newtown Square, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-02
  • S65 Uniform Investment Adviser Law Examination
    2016-02-02
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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