RF
CFA
RF
CFA

Richard Fairchild

18 Years of Experience
Dallas, TX
Broker

Richard Fairchild is a CFA-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a passive owner of Frio SWD LLC, a salt water disposal company, and a sole proprietor of Summit 7 Ventures LLC, an investment-related business. He also serves as a board member for Dallas Ecological Foundation and The Aradius Group, spending minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
RBC Capital Markets, LLC
November 2011 - October 2023 · 11 yrs 11 mos
RBC Capital Markets, LLCBroker
November 2011 - October 2023 · 11 yrs 11 mos
Morgan Keegan & Company, INC.
August 2007 - November 2011 · 4 yrs 3 mos
Morgan Keegan & Company, INC.Broker
July 2007 - November 2011 · 4 yrs 4 mos
State Registrations40 states
ARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMIMOMSMTNCNENJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Richard Fairchild - Financial Advisor | TrueAdvisor