Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
17yrs
David Staples
Financial advisor at Salomon and Ludwin
David Staples has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Richmond, Virginia. David has been with Salomon and Ludwin since 2018; before that, David spent seven years at Wells Fargo Advisors. David holds the CFP® designation.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office1401 Gaskins Road, Richmond, VA 23238
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.86 million
Advisors at the firm6
States licensed ?1 state
Services through Salomon and Ludwin
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowSalomon and LudwinCurrent firm
- 2010 – 2018
- Sep 2009 – Oct 2010Wells Fargo Clearing Services, LLCPreviously
Contact David
(804) 592-4999Salomon and Ludwin main office 1401 Gaskins RoadRichmond, VA 23238Office · Get directions Facebook pageSalomon and Ludwin
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Salomon and Ludwin at (804) 592-4999 and ask for David Staples. David works from the Richmond, VA office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Salomon and Ludwin reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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