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Hildy R
Series 65
Blue Bell, PA
Scarsdale Investment Group, Ltd.
Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.
Sean W
Series 63, Series 65
Sharon, MA
Scarsdale Investment Group, Ltd.
Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.
Stan R
Blue Bell, PA
Scarsdale Investment Group, Ltd.
Stan Richelson is a financial advisor at Scarsdale Investment Group, Ltd. with 33 years of industry experience. He has been with Scarsdale Investment Group since 1991. Scarsdale Investment Group offers fee-only, non-discretionary investment advice and standalone financial planning focused on fixed-income securities and brokered certificates of deposit. The firm serves individuals, high-net-worth clients, charitable organizations, and business entities, emphasizing long-term bond ladder construction and requiring client approval for each trade.
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