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William Hershey

Director, Cfo, Finop And Principal Financial Officer; Director, Cfo, Finop And at Davenport & Company

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

20
Years in the industry
19
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

William Hershey is Director, Cfo, Finop And Principal Financial Officer; Director, Cfo, Finop And of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. William Hershey has been registered through Davenport & Company since 22 November 2006, has 20 years in the industry across 1 firm and has passed 6 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director, Cfo, Finop And Principal Financial Officer; Director, Cfo, Finop And
Control
William Hershey is a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Hershey has held the filed Director, Cfo, Finop And Principal Financial Officer role since 2011-03-01 and Director, Cfo, Finop And role since 2011-03-01.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

William Hershey has been registered through Davenport & Company since November 2006.

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 2011
  4. Passed Series 27 · 2007
  5. Davenport & Company LLCCurrent
    – present · 20 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  6. Passed Series 7 and Series 66 · 2006

Registrations and exams

William Hershey has a current investment-adviser registration in Virginia and has passed 6 qualifying exams.

Virginia22 November 2006
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6621 November 2006
Name
Uniform Combined State Law Examination
Series 2414 July 2011
Name
General Securities Principal Examination
Series 2721 June 2007
Name
Financial and Operations Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 727 June 2006
Name
General Securities Representative Examination

Individual record

Full name
William Robertson Beverley Hershey
CRD
2909345
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 EAST 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 William Hershey work?

William Hershey is Director, Cfo, Finop And Principal Financial Officer; Director, Cfo, Finop And of Davenport & Company LLC, and is a control person of the firm.

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

Is William Hershey a financial advisor?

Yes. William Hershey has a current investment-adviser registration in Virginia, through Davenport & Company since November 2006, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does William Hershey have?

William Hershey has worked in the financial industry for 20 years as of 17 October 2026, counted from 27 June 2006, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has William Hershey passed?

William Hershey has passed 6 licensing exams: the Series 7, Series 66, Series 27, Series 24, SIE and Series 99TO. The earliest, the Series 7, was passed in June 2006.

Source: IAPD individual record, checked 17 October 2026

Where is William Hershey based?

William Hershey’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 2909345. 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 William Hershey or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.