Scarsdale Investment Group, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand‑alone financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm’s advisory work is concentrated on fixed‑income securities and brokered certificates of deposit rather than ongoing discretionary portfolio management.
Scarsdale emphasizes long‑term purchases and constructing bond ladders, using fundamental, yield‑curve and tax‑effected analysis to match cash flow needs, and clients must approve each trade before execution. The firm does not use percentage‑of‑AUM advisory fees and instead relies on one‑time, fixed or negotiated fee arrangements for its services.
Noteworthy features include a small advisory team whose principals have authored books on bond investing and a disclosed affiliation in which a representative also serves in an advisory role at another registered adviser, a relationship the firm addresses through disclosure and internal limitations. The firm also recommends a single national custodian for custody and execution, states that it does not accept commissions from broker‑dealers, and acknowledges that institutional services provided by the custodian may present conflicts that it seeks to manage.
Client services
Expertise
Fee options
Priority Client Investment Services charged as an annual fixed fee negotiated with clients; one-time fixed income advisory fee of 1% of face amount on securities transactions.
Hourly financial planning and consulting fees generally range from $200 to $300 per hour depending on the service.
Fee-only: One-time fixed income advisory fee of 1% of face amount of securities purchased or sold, annual fixed fees for Priority Client Investment Services ranging generally from approximately $21,000 to $44,892 annually paid monthly or quarterly in advance, and hourly financial planning fees ranging from $200 to $300 per hour.
Main office
See officeBlue Bell PA
Advisors at this office
2
Most active in
California · Connecticut · Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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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