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Richard Dolan

Director at Davenport & Company

Investment adviser and broker registrationsRichmond, VASEC record checked 17 October 2026

32
Years in the industry
29
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Richard Dolan is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Richard Dolan has been registered through Davenport & Company since 22 January 1997, has 32 years in the industry across 1 firm and has passed 5 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director
Control
Richard Dolan is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Richard Dolan has held the filed role since March 2004.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Richard Dolan has been registered through Davenport & Company since January 1997.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2004
  3. Davenport & Company LLCCurrent
    – present · 30 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  4. Passed Series 65 · 1994
  5. Passed Series 7 and Series 63 · 1993

Registrations and exams

Richard Dolan has a current investment-adviser registration in Texas and Virginia and has passed 5 qualifying exams.

Texas1 February 2024
Scope
Investment adviser representative
Status
Approved, resident
Virginia22 January 1997
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6510 May 1994
Name
Uniform Investment Adviser Law Examination
Series 6322 December 1993
Name
Uniform Securities Agent State Law Examination
Series 2430 June 2004
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 78 December 1993
Name
General Securities Representative Examination

Individual record

Full name
Richard Edward Dolan
CRD
2348347
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 E. CARY STREET, SUITE 1100, Richmond, VA 23219

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Richard Dolan work?

Richard Dolan has been Director of Davenport & Company LLC since March 2004.

Source: Form ADV, Schedule A, filed 27 July 2026

Is Richard Dolan a financial advisor?

Yes. Richard Dolan has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since January 1997, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Richard Dolan have?

Richard Dolan has worked in the financial industry for 32 years as of 17 October 2026, counted from 31 December 1993, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Richard Dolan passed?

Richard Dolan has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and SIE. The earliest, the Series 7, was passed in December 1993.

Source: IAPD individual record, checked 17 October 2026

Where is Richard Dolan based?

Richard Dolan’s registered office is in Richmond, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 2348347. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Richard Dolan or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.